About Jeremy
Jeremy E. Portnoff, MSFS, CFP®, CIMA®, CMT® provides personalized Financial Planning services with objectivity and flexibility and based on the principles of fiduciary responsibility which means your interests always come first. Schedule a 15 minute Introductory Call to learn how Jeremy can help you grow and protect your wealth, Because You Deserve Educated Advice!
Education
Master of Science in Financial Services (MSFS)
Bachelor's degree
Licenses
Series 65
Registered Investment Advisor
Other Credentials
CFP®
CIMA®
CRPS®
CMT
IBF Designations
CTS®
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Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
5
Member Since
2010
Other Credentials
4
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.