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Tempus is Latin for time.

Time is the most valuable resource you have.  We’ll help you spend it on what matters.


We understand that you have a busy life, filled with family, career, celebrations, and service. You don't want to spend your valuable time organizing and managing your financial life. Nor do you want to squander your time worrying whether you have enough money to afford the things that you value most.

We can help relieve you of the burden of managing your finances while giving you confidence to enjoy your money in the ways that are meaningful to you.

MEET TEMPUS

EXPERIENCE MATTERS

 

Our team has a combined 60 years of experience to help you gain more time and freedom to pursue what's most important to you. We have attained industry-leading certifications to further help you realize your goals, including the CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor (SM), and Accredited Portfolio Management Advisor (SM) designations. We are committed to providing clear, objective advice that helps you improve your financial situation and achieve greater peace of mind.

 Stephen Gilbreth, CRPC® Photo

Stephen Gilbreth, CRPC®

Managing Partner, Financial Advisor
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 Steve Gilbreth, CRPC® financial advisor irvine California

Stephen Gilbreth, CRPC®

Managing Partner, Financial Advisor

sgilbreth@tempuswp.com

949.420.9177

Stephen Gilbreth is a Managing Partner at Tempus Wealth Planning and is responsible for client service and new client development. Steve has specific expertise in the financial planning areas of retirement analysis and investment management and has spent over 17 years in facilitating growth and asset protection strategies for high net worth individuals, families and businesses. Prior to joining Tempus Wealth Planning, Steve was an investment consultant at Ameriprise Financial and UBS Financial.

Steve attended the University of Southern California, graduating in 1992 with Bachelor of Arts in English. He is a father to two young daughters, is an active USC Cardinal & Gold member and avid Trojan sports fan. Steve enjoys golf and travel with his family; favorite destinations include Maui, Lake Tahoe and Palm Desert.

James White, CFP®, MSFS Photo

James White, CFP®, MSFS

Managing Partner, Financial Advisor
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James White CFP MSFS financial advisor Irvine California

James White, CFP®, MSFS

Managing Partner, Financial Advisor

jwhite@tempuswp.com

949.420.9188

James is a Managing Partner and Financial Advisor at Tempus Wealth Planning. He primarily focuses on comprehensive financial planning and client service. 

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Customized Asset Management Program Certificate of Recognition, The American College, 2009

Education

  • Master of Science in Financial Services, 2009, The American College
  • B.S., Management - Financial Services emphasis, 2003, Brigham Young University

James is married to Melissa and they are parents of 5 children: Natalie, Annie, Blake, Cameron and Taylor. When a free moment presents itself, his interests include:

  • Tennis - he played doubles throughout high school and still enjoys hitting the courts!
  • Golf - "I was three over. One over a house, one over a patio, and one over a swimming pool." ~ George Brett
  • Reading - "A capacity and taste for reading gives access to whatever has already been discovered by others." ~ Abraham Lincoln
  • Behavioral Finance - in short, the relationship between people and their behavior with money

 

Steven Sturner, APMA® Photo

Steven Sturner, APMA®

Managing Partner, Financial Advisor
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Steve Sturner APMA financial Advisor Irvine California

Steven Sturner, APMA®

Managing Partner, Financial Advisor

ssturner@tempuswp.com

949.420.9199

Steve is a Managing Partner and Financial Advisor at Tempus Wealth Planning. He is responsible for client service, new client development, and is the lead portfolio manager for the managed, discretionary portfolios. Steve has over 25 years of experience in the financial services industry, with 12 of those in management positions. He holds numerous securities licenses and the Accredited Portfolio Manager Advisor designation from the College of Financial Planning. Steve studied Economics at California State University, Long Beach and has been a student of the markets since he was 18 years old. In his free time, Steve enjoys traveling with his wife and daughter. He also enjoys exercising regularly, playing golf, and cooking, especially BBQ (Low and Slow)!

Jonathan Yoo Photo

Jonathan Yoo

Operations Manager, Financial Advisor
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Jonathan Yoo

Jonathan Yoo

Operations Manager, Financial Advisor

jyoo@tempuswp.com

949.335.1550

Jonathan Yoo is a Financial Advisor and Operations Manager at Tempus Wealth Planning. His responsibilities include client service and improving the firm's operational systems, processes and policies.

He has always had a passion for and been a student of the markets, both studying and investing since a young age. Jonathan graduated with his Masters in Bioengineering from the highly-ranked program at The University of California, San Diego. He went on to work at a venture capital firm as a biotechnology/healthcare investment analyst until later continuing his career at TD Ameritrade Institutional.

If you can catch him without his iPad when he’s not reading a company’s annual report or analyzing stock charts, you can find him on the golf course, beach, or mat where he competitively trains Jiu-Jitsu. 

Jeremy E. Portnoff, MSFS, CFP®, CIMA®  Photo

Jeremy E. Portnoff, MSFS, CFP®, CIMA®

Financial Advisor
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Jeremy Portnoff, MSFS, CFP®, CIMA® 

Financial Advisor

jportnoff@tempuswp.com

949.226.8342

My career in financial services began when I decided to enter a CFP® Board registered program as an undergraduate student at California State University Fullerton. I earned a Bachelor's Degree in Business Administration from California State University Fullerton with a concentration in finance (CFP® Board registered Personal Financial Planning study program). I completed a Master's Degree in Financial Services (MSFS) from The Institute of Business & Finance in 2012.

Professional Credentials include:

  • CERTIFIED FINANCIAL PLANNER (CFP®)

  • CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®)

  • CHARTERED RETIREMENT PLANS SPECIALISTSM (CRPS®)

  • CERTIFIED ESTATE SPECIALIST™ (CES™)

  • CERTIFIED FUND SPECIALIST® (CFS®)

  • CERTIFIED TAX SPECIALIST™ (CTS™)

  • CERTIFIED ANNUITY SPECIALIST® (CAS®)

  • CERTIFIED INCOME SPECIALIST™ (CIS™)

I specialize in retirement accumulation and distribution planning with individuals, families and business retirement plans. I help clients not only figure out how to effectively accumulate assets, but also how to protect those assets. The CRPS®  (Chartered Retirement Plans Specialist) designation and continuous study as an Ed Slott Master Elite IRA Advisor has provided me with specialized training in this area.  




FINANCIAL PLANNING

"If you don't have time to do it right, when will you have time to do it over?" - John Wooden

The Planning Process


We understand that managing personal finances can sometimes feel like a stressful and daunting task. We’ll alleviate that stress by working with you to develop a common sense plan that gives you more confidence. 

What’s Important to You?

First, we'll talk about your specific needs and the outcomes you’d like to see from working together. You’ll tell us what is most important to you and we’ll provide our input on prioritizing your objectives into a workable plan.

A Complete Financial Picture

Second, we’ll get your financial ducks in a row and help you bring order to those files filled with statements, tax returns and other important documents. This process gives us a thorough understanding of the pieces that make up your financial life and provides a complete picture of where you stand today.

Consolidate & Simplify Your Financial Life

Third, we'll develop a plan together and present recommendations designed to consolidate and simplify your financial life. We’ll educate you on your options and discuss their pros and cons. From there, we'll help you implement your plan and complete the tasks that you don't have the time (or inclination) to do.

Have a Trusted Partner To Keep You Accountable & Organized

Finally, we don’t just deliver your financial plan - we create an ongoing dialogue and proactively deliver regular checkpoints to ensure progress is being made and changes to your situation are addressed. We look forward to developing long-term relationships based on trust and mutual understanding. 


Schedule a Meeting

INVESTMENT MANAGEMENT

"Time is your friend; Impulse is your enemy!" - Jack Bogle, Founder, Vanguard Investments

Investment Management


Fundamentals Matter

Our investment philosophy is based on time tested science and discipline, not Wall Street forecasters or gurus. We focus on things that we can control, like the amount of risk you are taking, investment costs, and tax efficiency. Our most important benchmark is your specific goals and expectations.

Customized Solutions

Every client has their own unique set of concerns, goals, resources, and risk tolerance. We build individual portfolios based on your needs and circumstances.

Understanding the investment process

We believe the investment process is built on collaboration and education. We spend the time necessary to explain and educate our clients, their loved ones, and any other professionals that they rely on.

Communication

In the world of ever-changing markets, we believe that ongoing portfolio monitoring and reviews are almost as important as the investment choices themselves. We get together with our clients at scheduled intervals, or as needed, to review their allocation, holdings, performance, and their needs.


Does My Portfolio Fit Me?

"An investment in knowledge always pays the best interest." - Benjamin Franklin

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This commentary on this website reflects the personal opinions, viewpoints, and analyses of  Tempus Wealth Planning, LLC employees providing such comments and should not be regarded as a description of advisory services provided by Tempus Wealth Planning, LLC or performance returns of any Tempus Wealth Planning, LLC  client.  The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Tempus Wealth Planning, LLC manages its clients' accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.


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This commentary on this website reflects the personal opinions, viewpoints, and analyses of  Tempus Wealth Planning, LLC employees providing such comments and should not be regarded as a description of advisory services provided by Tempus Wealth Planning, LLC or performance returns of any Tempus Wealth Planning, LLC  client.  The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Tempus Wealth Planning, LLC manages its clients' accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.


Loading Posts...

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This commentary on this website reflects the personal opinions, viewpoints, and analyses of  Tempus Wealth Planning, LLC employees providing such comments and should not be regarded as a description of advisory services provided by Tempus Wealth Planning, LLC or performance returns of any Tempus Wealth Planning, LLC  client.  The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Tempus Wealth Planning, LLC manages its clients' accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.


CONTACT INFORMATION


Steve Gilbreth

949-420-9177
sgilbreth@tempuswp.com

James White

949-420-9188
jwhite@tempuswp.com

Steve Sturner

949-420-9199
ssturner@tempuswp.com

Jonathan Yoo

949-335-1550
jyoo@tempuswp.com 



Have questions? Schedule an introductory phone call or in-person consultation at no cost or obligation:

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Phone: 949.393.2525 or 855.4Tempus

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Tempus Wealth Planning, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Tempus Wealth Planning, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.