Jeremy E. Portnoff

MSFS, CFP®, CIMA®, CMT®

Tempus Wealth Planning

CERTIFIED FINANCIAL PLANNER™

Contact Me

Jeremy E. Portnoff

MSFS, CFP®, CIMA®, CMT®

Tempus Wealth Planning

CERTIFIED FINANCIAL PLANNER™

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeremy E. Portnoff, MSFS, CFP®, CIMA®, CMT®

Contact Me

949-226-8342

Website

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • IRA Tax Planning
  • Roth Conversion
  • Risk Managed Tactical Investment Strategy

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Delegators/Values Professional Services
  • Min Acct Size $500,000+

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    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.

  • CIMA - Certified Investment Management Analyst
    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.

  • Chartered Market Technician® (CMT®)
    Jeremy E. Portnoff is a Chartered Market Technician®

    Completing the CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules based trading system design and testing.

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Ed Slott's Elite IRA Advisor Group
    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

Contact Jeremy E. Portnoff

949-226-8342

Schedule a Call With Me
Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 100 Spectrum Center Drive
    Suite 1070
    Irvine, CA 92618
  • 16 Pearl Street
    Suite 101
    Metuchen, NJ 08840
  • 16 Pearl Street
    Suite 101
    Metuchen, NJ 08840

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser