Jeremy Portnoff
Financial Advisor
949.226.8342 (CA)
Jeremy is a Certified Financial Planner™ and Certified Investment Management Analyst® providing comprehensive financial planning and investment management services.
Advanced Education & Credentials
For Jeremy, education is a top priority. 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 in 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), Institute of Business & Finance. 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 is administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.
- CHARTERED RETIREMENT PLANS SPECIALISTSM (CRPS®), College for Financial Planning®.
- CERTIFIED ESTATE SPECIALIST™ (CES™), Institute of Business & Finance. 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 trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one.
- CERTIFIED FUND SPECIALIST® (CFS®), Institute of Business & Finance. CFS® certification requires mastery of modern portfolio theory, portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance
- CERTIFIED TAX SPECIALIST™ (CTS™), Institute of Business & Finance. 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®), Institute of Business & Finance. CAS® certification requires mastery of various aspects of traditional fixed-rate, equity indexed, and variable annuities including contract structure, tax ramifications, strategies, income structuring, and principals of asset allocation.
- CERTIFIED INCOME SPECIALIST™ (CIS™), Institute of Business & Finance. CIS™ certification requires mastery of fixed-income instruments, retirement and financial planning, taxes, Social Security, Medicare, withdrawal plans, stretch IRAs, 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
"An investment in knowledge pays the best interest." -Benjamin Franklin
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. Master Elite IRA Advisors are armed with specialized knowledge, tools, and programs such as the Complete IRA Care Solution™ which is the most comprehensive program ever created to address virtually every aspect of protecting and growing retirement accounts. Mr. Slott has been cited as "The best source for IRA advice” by the Wall Street Journal and "America's IRA Expert” by Mutual Funds magazine. Learn more about the advantages of working with a Master Elite IRA Advisor.
- INVESTMENTS & WEALTH INSTITUTE (IWI)- Formerly the Investment Management Consultants Association (IMCA®), established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IWI 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.
- NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA)- The nation's elite organization of strictly Fee-Only comprehensive financial planning professionals. Fee-Only advisors do not sell financial products for commissions. NAPFA Registered Advisors agree to follow the NAPFA Fiduciary Oath and Code of Ethics.
Jeremy has been quoted in several print and online publications including The Wall Street Journal, U.S. News & World Report, Bloomberg.com, Kiplinger's Personal Finance Magazine, Investor's Business Daily, Business Week Online, MSN Money, The Star-Ledger, Financial Planning Magazine, InvestmentNews, National Underwriter Life & Health, Bankrate.com, Boomer Market Advisor, AdvisorMax.com, Morningstar.com, MainStreet.com, Christian Science Monitor, DebtSmart.com, Advance for Imaging and Radiation Therapy Professionals as well as a contribution to the book, "So You Want to Be a Financial Planner: Your Guide to a New Career."
Jeremy's experience, commitment to advanced education, and professional accomplishments are a testament to his dedication to providing quality financial advice. -"There are few professions that let you contribute to and be a part of the personal growth, success, and achievement of other people. Helping my clients achieve their financial hopes and dreams is very rewarding, fulfilling, and the reason why I do what I do."
Jeremy is married to his wife Heather and together they have one son, Noah Monte, and Maggie Moo, the fiercest 5 lb. Yorkie to ever exist. In his spare time he enjoys spending time with his wife and son, running, snowboarding, and autocross/track racing his 1989 Honda CRX Si restoration project car.
Schedule a brief Introductory Call or sign up for our Introductory eMail Series to learn more about how Jeremy can help you achieve your financial hopes and dreams.