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Jeremy Portnoff

Jeremy Portnoff, MSFS, CFP®, CIMA®

Managing Partner, Portnoff Financial

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.