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

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

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

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 is focused on understanding each individual’s unique needs, financial situation, and tolerance/capacity for risk in order to implement an asset allocation strategy focused on risk management.

Additional Information

Complimentary Discovery Consultations are offered to discuss each client's individual needs and to determine if there is a good fit. Find out more by scheduling a 15-30 minute Introductory Call by going to to learn how Jeremy can help you grow and protect your wealth!

Because You Deserve Educated Advice!



NAPFA Start Date

January 23, 2007


This Office

100 Spectrum Center Dr Suite 1070 Irvine, CA 92618-4925 Phone: (949) 226-8342