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.