Welcome to Portnoff Financial LLC- A California and New Jersey Financial Advisor

         An educated Advisor you can count on



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

Home
Earn Save Invest Financial Advisor
Making Sense Of A Precarious World
Money Jar Sprout Of Investments
My Education Guiding Your Investment Choices
Making Sense Of A Precarious World
Growing Wealth To Achieve Your Financial Goals

Why Portnoff Financial?

There are many financial planning firms that claim to provide "Wealth Management" but fall woefully short because they only pay lip service to the financial planning process. Many of these firms call themselves a "financial advisor" however they often only focus on product sales and investment management while not (fully) addressing all the areas you need to develop a comprehensive financial plan. This can lead to unintended consequences because you may not know you're not receiving the guidance that you need in other areas besides investments. This is why you need an Educated Financial Advisor with real education and credentials that will provide comprehensive financial advice in order to help you make fully informed smart financial decisions.

We're Different

Portnoff Financial LLC is an Independent, truly Fee-Only Registered Investment Advisor offering Comprehensive Personal Financial Planning and Investment Management services to individuals and families nationwide who value independent, professional, and educated financial advice.

Jeremy E. Portnoff, MSFS, CFP®, CIMA® founded Portnoff Financial LLC in 2005 to provide personalized Financial Life Management services with flexibility and objectivity based on the principles of fiduciary responsibility which means your interests always come first. 

As an Independent Financial Advisor, Jeremy has the flexibility to recommend what is best for you with no outside pressure. You will benefit from the capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your personal financial needs. Working with Portnoff Financial LLC you will be able to:
  • Create, manage, and retain more wealth for you and your family so you can achieve your financial hopes and dreams;
  • Thoroughly understand your unique values, goals, and financial situation;
  • Create more time in your life to do the activities that are most important to you;
  • Have comfort and peace of mind by knowing you are on track financially, and; 
  • Improve your quality of life by making confident financial decisions.

Portnoff Financial LLC has office locations Mission Viejo California and Metuchen New Jersey as well as working with clients in several other states* remotely via virtual eMeetings.

You deserve an Educated Advisor! To find out if Portnoff Financial is the right advisor for you, schedule a brief Introductory Call, or check out our Introductory eMail Series to learn how Portnoff Financial can help you grow and protect your wealth.