Jeremy E. Portnoff
MSFS, CFP®, CIMA®
Tempus Wealth Planning
CERTIFIED FINANCIAL PLANNER™
Because you deserve an Educated Advisor. Offices in Irvine, CA and Metuchen, NJ.
Jeremy Portnoff is a Fee-Only financial planner with offices in Irvine, CA and Metuchen, NJ and serving clients across the country. Tempus Wealth Planning provides comprehensive and objective financial planning, investment management, and retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As an Independent Financial Advisor Jeremy Portnoff has the flexibility to recommend what is best for you. You will benefit from the capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your personal financial plan. Working with Jeremy you will be able to:
- Create, manage, and retain more wealth for you and your family so you can achieve your financial hopes and dreams;
- Thoroughly understand your unique values, goals, and financial situation;
- Create more time in your life to do the activities that are most important to you;
- Have comfort and peace of mind by knowing you are on track financially, and;
- Improve your quality of life by making confident financial decisions.
Don't let hidden fees squeeze YOUR money! Call 949-226-8342 (CA) or 732-226-3113 (NJ) to Schedule a complimentary Discovery Consultation to learn how Tempus Wealth Planning can help you make smart decisions with your money.
Jeremy E. Portnoff is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Tempus Wealth Planning is an Independent Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent, professional, and educated financial advice. Jeremy E. Portnoff, MSFS, CFP®, CIMA® provides personalized Financial Planning services with objectivity and flexibility and based on the principles of fiduciary responsibility which means your interests always come first. Schedule a 15 minute Introductory Call to learn how Jeremy can help you grow and protect your wealth, Because You Deserve Educated Advice!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jeremy Portnoff is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jeremy Portnoff is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jeremy Portnoff is a member of Ed Slott's Elite IRA Advisor Group&sm;
Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients
Jeremy Portnoff is a Certified Investment Management Analyst® (CIMA®)
The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Jeremy E. Portnoff
100 Spectrum Center Drive
Irvine, CA 92618
16 Pearl Street
Metuchen, NJ 08840
16 Pearl Street
Metuchen, NJ 08840