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Neil Portus (CFA, CFP®, CMA, MBA)

Neil Portus focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Having been an entrepreneur & business owner for over a decade, I understand how rewarding it can be. I also understand its challenges and the strain it can put on personal finances - and the value of having a plan for my personal finances while taking the journey. This is why I’m committed to helping entrepreneurs & business owners navigate their financial journey. Whether it’s optimizing the value of your equity, managing cash flow or securing your family’s financial future, I’m here to guide you with the insights and strategies that matter.

Additional Information

My passion is helping people make informed financial decisions. Beginning with my career on Wall Street supporting mergers, acquisitions, IPOs and equity & debt capital raises – to running my own fractional CFO consulting firm supporting growth companies as they scale. It's in running my own business that I've learned to navigate the demands of entrepreneurship & owning a business - which only increased after getting married and starting a family. This is what led me to launch Olivehurst Advisors. My goal is to support entrepreneurs & business owners and provide them personalized financial planning that aligns with their vision, goals and values. Whether it's planning for business, managing investments or protecting your family's future, I'm here to help guide you every step of the way.

NAPFA Start Date

October 23, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Roseville, CA 95747 Phone: (917) 994-0360
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