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    Jeremy E. Portnoff, CFP®


    Portnoff Financial LLC

    27201 Puerta Real Ste 300
    Mission Viejo, CA 92691-8590
    View on Map (949) 226-8342

    16 Pearl ST Ste 101
    Metuchen, NJ 08840-1963
    View on Map (732) 226-3113

    Year CFP® Certification Received: 2006
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $250,000
    Languages: English
    Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Risk Management

    Typical Client Profile

    Average Net Worth: $500,001 - $1,000,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, Generation Y, 35-44, 65-74, Generation X, Baby Boomers, 25-34, 55-64, 75 or older
    Profession: None Provided

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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