Jeremy Portnoff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PortSalus Wealth Management, LLC in Mission Viejo, CA and the surrounding communities.
PORTNOFF FINANCIAL LLC was founded to provide a highly customized wealth creation and management service with flexibility and objectivity based on the principles of fiduciary responsibility which means your interest always come first. You can be confident that you will receive unbiased advice free from hidden fees!
As an Independent Fee-Only Advisor, I have the flexibility to recommend what is best for you. Working with me you will be able to:
Schedule a complimentary Discovery Consultation to learn how Portnoff Financial LLC can help you improve the quality of your life and have peace of mind.
Jeremy Portnoff, CFP® Has been providing financial planning advice for over 10 years to clients with all types of financial circumstances.
Portnoff Financial LLC was established as 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.
As a member of Ed Slott's Master Elite IRA Advisor Group, Jeremy is well suited to assist clients develope their retirement, investment, and estate plans.
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