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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Portfolio Advisors, Inc.

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United States
Fresno, CA
Portfolio Advisors, Inc.

We are a locally owned financial planning firm serving Fresno, CA for over 33 years.

08/31/2026

Getting involved with cryptocurrency?

Crypto is a form of digital currency that you can buy to use for electronic/internet based payments, treat it as an investment or sell it at a gain.

Our very own advisor AJ Flores, CFP® is featured on ABC30's Watching Your Wallet to explain how it works, what drives it's value, and the tax implications behind the currency.

Watch now!

08/28/2026

Happy Friday!

Huge update but our interns have successfully completed their internship program and is up and running! They have shown up every single day with a drive to learn and understand the financial planning path. Portfolio Advisors Inc could not be more proud of the work they have completed and shown during the course of this internship!

and guess what?

They have officially joined our team here and we could not be more happier to have them aboard. Please give David, Eleazar, and Ulysses a big round of applause. Congratulations gentlemen!

08/27/2026

We are counting down the days for the Central California Women's Conference! As the Opening Session Sponsors, we are proud and appreciative to sponsor such an amazing event for the women in our communities. It will be a day filled with networking and nurturing relationships for all the brilliant women in the Central Valley. We could not be more excited!

A little PSA: The ticket price has increased to $150 per person and $75 for all students attending the conference for the full day.

You can follow the link our post to see what is included with you admission. We look forward to seeing you there!

08/26/2026

🐾 Happy International Dog Day to our favorite four-legged team member, Remy!

As Portfolio Advisors Inc.’s Chief Morale Officer, Remy takes his responsibilities very seriously—keeping spirits high, making his rounds around the office, and reminding us that sometimes the best part of the workday is a quick belly rub or treat break.

Today, we’re celebrating Remy and all the dogs who bring a little extra happiness into our lives. 🐶

Happy International Dog Day from Remy and the Portfolio Advisors Inc. team!

08/24/2026

📬 Our August E-Newsletter is now available!

Catch up on the latest from Portfolio Advisors Inc., including financial planning insights, recent events, market updates, and what our team has been up to in the community.

Want updates like these delivered directly to your inbox?

Sign up for our E-Newsletter today and stay connected with Portfolio Advisors Inc.

08/21/2026

Happy Friday! Our latest Financial Focus Quarterly is here!

As a proud sponsor of Financial Focus Quarterly with The Business Journal, Portfolio Advisors Inc. is pleased to share this edition focused on a practical mid-year financial checkup.

With the year moving quickly, now is a good time to review where you stand and what may need attention before year-end. From cash flow and workplace benefits to taxes, debt, investments, and upcoming expenses, a mid-year review can help you identify what’s working and where adjustments may make sense.

You don’t have to wait until January to revisit your financial goals. Sometimes a few changes during the year can make a meaningful difference.

📖 Read the latest Financial Focus Quarterly on our website.

If you have questions about your financial plan or would like to start a conversation with our team, please feel free to contact us.

08/04/2026

We had a wonderful evening connecting with our CPA and attorney partners at our private wine tasting event!

It was a great opportunity to strengthen the relationships we value so much and spend time with the trusted professionals we collaborate with in serving our clients. We truly appreciate the conversations, connections, and shared commitment to helping individuals and families navigate important financial decisions.

Thank you to everyone who joined us—we're grateful for your partnership and look forward to many more opportunities to connect.
Cheers to continued collaboration! 🍷

07/27/2026

Looking for a financial advisor? Here are a few things to keep in mind.

Finding the right advisor is about more than investment performance. It's important to understand how they're compensated, what credentials they hold, and whether they're taking the time to understand your goals.

In a recent ABC30 Watching Your Wallet segment, Tina Mistry, CFP®, shares what consumers should know before choosing a financial advisor, including:
✔️ Questions to ask
✔️ Credentials to look for
✔️ Red flags to avoid
✔️ Why finding someone who listens matters

Whether you're planning for retirement, navigating a major life change, or simply looking for financial guidance, asking the right questions can help you find an advisor that's the right fit.

07/23/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact your portfolio.

We hope you found these insights helpful. As always, if you'd like to discuss your portfolio or have questions about your investment strategy, don't hesitate to reach out. Our team is here to help. Call us today to start the conversation.

Address

7571 North Remington Avenue, Suite 105
Fresno, CA
93711

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15594328400

Website

http://www.portadvisors.com/

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