Jeremy E. Portnoff, MSFS, CFP®, CIMA®, CMT®
Managing Partner, Portnoff FinancialClick here to schedule a meeting with Jeremy
Jeremy is a Certified Financial Planner™ professional, Certified Investment Management Analyst®, and Chartered Market Technician® providing comprehensive financial planning and investment management services to clients and families. For Jeremy, education is a top priority because you deserve and educated advisor. He strives to continually advance his education and knowledge so that he may provide you with valuable, relevant and current information, insight, planning, and investment strategies. The following are education programs and professional credentials that Jeremy has completed:
CALIFORNIA STATE UNIVERSITY FULLERTON: BA- Business Administration with concentration in Personal Financial Planning, a CERTIFIED FINANCIAL PLANNER™ Board registered education program allowing graduates to sit for the CFP® exam upon completion of the Degree.
MASTERS OF SCIENCE IN FINANCIAL SERVICES (MSFS) - The MSFS degree from the Institute of Business & Finance remains to be one of the only financial planning graduate programs designed by practitioners for practitioners. This advanced degree requires study across multiple financial planning topic areas such as retirement, investments, portfolio management, insurance, employee benefits, estate planning, tax planning, income planning, and real estate. Students must complete all coursework and demonstrate understanding of comprehensive financial planning through delivery of a comprehensive financial plan.
CERTIFIED FINANCIAL PLANNER™ (CFP®) - The marks of CFP® and CERTIFIED FINANCIAL PLANNER™ are awarded to those who have completed the established and rigorous education, examination, experience, and ethical requirements of the CERTIFIED FINANCIAL PLANNER™ Board of Standards certification process.
CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®)- The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. CIMA is administered by the Investments & Wealth Institute and the education component is a graduate level executive education course taught in conjunction with The Wharton School, University of Pennsylvania. Only about 1 in 3 who start successfully complete the program.
CHARTERED MARKET TECHNICIAN® (CMT®) – The CMT program develops deep knowledge in technical analysis which is the study of price action and market statistics, e.g. volume, to infer price trends and manage risk. A technician asks, “what is happening?” instead of “why is it happening?” or trying to evaluate “what should be happening?” to determine investment decisions.
CHARTERED RETIREMENT PLANS SPECIALISTSM (CRPS®) - The marks of CHARTERED RETIREMENT PLANS SPECIALISTSM and CRPS® are awarded by the College for Financial Planning® after successful completion of a specialized study course that provides a foundation for giving retirement planning advice to corporations and small businesses.
CERTIFIED ESTATE SPECIALIST™ (CES™) - This graduate-level designation offered by the Institute of Business & Finance is conferred upon candidates who complete a specialized educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one. CES™ certification requires mastery of different types of trusts, ownership rules, disinheritance, probate, pay-on-death accounts, insurance, spousal restrictions, special needs, conservatorships, and managing assets.
CERTIFIED FUND SPECIALIST® (CFS®) - This graduate-level designation offered by the Institute of Business & Finance is conferred upon candidates who complete a specialized educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory. CFS® certification requires mastery of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance.
CERTIFIED TAX SPECIALIST® (CTS®) - This graduate-level designation offered by the Institute of Business & Finance is conferred upon candidates who complete a specialized educational program focusing on personal income taxes and methods to reduce tax liability. CTS™ certification requires mastery of the basic income tax formula and its computation, retirement plans, deductions, credits, capital gains, depreciation, payroll taxes, and tax planning.
CERTIFIED ANNUITY SPECIALIST® (CAS®) - This graduate-level designation offered by the Institute of Business & Finance is conferred upon candidates who complete a specialized educational program focusing on various aspects of traditional fixed-rate, equity indexed, and variable annuities. CAS® certification requires mastery of contract structure, tax ramifications, strategies, income structuring, and principals of asset allocation.
CERTIFIED INCOME SPECIALIST™ (CIS™) - This graduate-level designation offered by the Institute of Business & Finance is conferred upon candidates who complete a specialized educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs, and reverse mortgages. CIS™ certification requires mastery of Medicare, income taxes, fixing any income shortfall, home health care, reverse mortgages, surviving a bear market, plus accumulation and distribution concerns.
Certificate in APPLIED BEHAVIORAL FINANCE, Investments & Wealth Institute, 2017
Jeremy is also a member of the following Professional Associations:
ED SLOTT’S MASTER ELITE IRA ADVISOR GROUP- An exclusive organization of Financial Advisors personally trained by nationally acclaimed IRA Expert, Ed Slott at the highest level of continuous IRA training available anywhere. Elite IRA Advisors are armed with specialized knowledge, tools, and programs such as the Complete IRA Care Solution™, the most comprehensive program ever created to address virtually every aspect of protecting and growing retirement accounts.
NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA)- The nation’s elite organization of strictly Fee-Only financial planning professionals who do not accept any sales related compensation (commissions).
INVESTMENTS & WEALTH INSTITUTE® (IWI)- Established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients.
Jeremy has been quoted in several print and online publications including: The Wall Street Journal, Investor's Business Daily, Kiplinger’s Personal Finance Magazine, U.S. News & World Report, Bloomberg, Business Week Online, The Star-Ledger, Financial Planning Magazine, Investment News, National Underwriter Life & Health, Bankrate.com, Boomer Market Advisor, AdvisorMax.com, Morningstar.com, MainStreet.com, Advance for Health Information Professionals, as well as a contribution to the 4th, 5th, and 6th editions of “So You Want to Be a Financial Planner; Your Guide to a New Career.”
Jeremy is married to his wife Heather and together they have one son, Noah, and their pup Maggie Moo, the fiercest 5 lb. Yorkie to ever exist. In his spare time he enjoys spending time with his family, running, snowboarding, and working on and autocross/track racing his 1989 Honda CRX Si restoration project car.
For additional information or to schedule a complimentary Discovery Consultation contact Jeremy at 949-226-8342 (CA) or 732-226-3113 (NJ).