Jeremy Portnoff (CFP®, CFS®, CIMA, CRPS, MSFS)

Jeremy Portnoff focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Many people put money into retirement plans without considering a proper exit strategy which can lead to immediate and unnecessary taxation and loss of retirement savings. Jeremy specializes in retirement plan/IRA rules to help clients minimize taxation of retirement savings and maximize wealth.

As a member of the Nationally acclaimed IRA expert Ed Slott's Master Elite IRA Advisor Group, Jeremy participates in the highest level of continuous IRA training in the industry and utilizes exclusive tools such as The Complete IRA Care Solution™ for proactive IRA planning.

Jeremy's approach to Investment Management includes utilizing various Institutional Portfolio Strategies to customize an investment program for each individual based on their unique needs, financial situation, and tolerance/capacity for risk.

Additional Information

Complimentary Discovery Consultations are offered to discuss each client's individual needs and to determine if there is a good fit. Fees for services may be in the form of, flat annual (billed monthly), % of assets under management, or some combination thereof. Find out more by scheduling a 15-30 minute Introductory Call by going to https://www.booknow.so/portnofffinancial to learn how Portnoff Financial can help you grow and protect your wealth Because You Deserve Educated Advice!

 

 

NAPFA Start Date

January 23, 2007

Industry Start Date

January 01, 2002

This Office

27201 Puerta Real Ste 300 Mission Viejo, CA 92691-8590 Phone: (949) 226-8342

Other Offices

16 Pearl St Ste 101 Metuchen, NJ 08840-1963 Phone: (732) 226-3113