Jeremy E. Portnoff, CFP®, AIF®, CRPS®, BCE™, CFS® is a member of several Professional Associations

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.
HS DENT ADVISORS NETWORK- HS Dent is a leading Independent Economic Research and forecasting company that works diligently to provide Financial Professionals with proprietary economic tools needed to accurately forecast what lies ahead in our economy. The Dent Method, developed by company Founder and economic expert Harry S. Dent, Jr. in the late 1980's, is a long term economic forecasting technique based on the study of and changes in demographic trends and their impact on our economy. It works by showing how predictable consumer spending patterns combined with demographic trends allow us to forecast the economy years or even decades in advance. Learn more about the HS Dent Advisors Network.
Paladin Registry- The Paladin Registry is an independent and objective rating service that rates independent financial advisors for consumers. The Registry only awards a 5-star rating to those who meet its industry leading standards for ethics, competence, investor-friendly business practices, and wealth management services. Less than 10% of all advisors are awarded a 5-star rating. Jeremy E. Portnoff, CFP^® has been a Five-Star rated advisor in The Paladin Registry since 2006. Click here to view Jeremy's profile on the Paladin Registry.
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.
Financial Planning Association (FPA)- The premier organization for the financial planning community committed to advancing the financial planning profession that believes that all practicing financial planners should be a CERTIFIED FINANCIAL PLANNER™. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process in order to help people achieve their goals and dreams.