An educated Advisor you can count on

West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113


Jeremy E. Portnoff, MSFS, CFP®, CIMA®

Jeremy began his career in financial services when he decided to pursue a Bachelor's Degree in Business Administration from the College of Business and Economics at California State University Fullerton. Having an affinity for mathematics, he chose Finance as his major and enrolled in the Personal Financial Planning concentration which is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Board registered program.

Upon graduation, Jeremy was eligible to sit for the CFP® exam however he chose to enter the field and gain practical experience before taking the exam. Shortly before graduation, he was recruited by Wise Steward Corporation, an independent financial services firm affiliated with National Planning Corporation, an independent broker/dealer. During his time at Wise Steward Corporation he moved up from an intern to associate advisor to Jr. Partner within two years while earning his NASD (now FINRA) series 6, 63, 7, & 65 securities licenses as well as a life/health insurance license.

Late in 2004 shortly after moving to New Jersey, Jeremy decided to leave Wise Steward Corporation to establish an independent and completely fee-for-Service comprehensive financial planning and investment management practice. Since forming Portnoff Financial LLC in 2005, Jeremy has earned several Professional Credentials, is a member of several Professional Associations and has grown the practice to serving clients in New Jersey, New York, California, Pennsylvania, and Florida.

Jeremy has been quoted in several print and online publications including:
  • The Wall Street Journal
  • U.S. News & World Report
  • 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
  • Boomer Market Advisor
  • Christian Science Monitor
  • Advance for Imaging and Radiation Therapy Professionals well as a contribution to the book, "So You Want to Be a Financial Planner: Your Guide to a New Career" 4th & 5th Editions. Go to "In The News" for links to these articles.

Jeremy's experience, commitment to education, and professional accomplishments are a testament to his dedication to providing quality financial advice to his clients.
"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."
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.