Portfolio Advisors, Inc.

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

06/17/2026

Here’s another clip from Tina Mistry, CFP®’s presentation at the 2026 Industrious Women’s Summit hosted by the Better Business Bureau.

With the cost of groceries, insurance, housing, and everyday essentials continuing to rise, many families are feeling the impact of today’s economy. That’s why having an emergency fund is more important than ever.

During her presentation, Tina shared how an unexpected expense — even something as simple as a $500 car repair or home maintenance issue — can quickly turn into credit card debt if there isn’t cash set aside to cover it.

An emergency fund isn’t about preparing for the worst. It’s about creating flexibility when life happens and helping prevent a temporary setback from becoming a long-term financial challenge.

No matter where you are in your financial journey, starting small is still a great place to start.

✨ Testimonial Tuesday ✨We’re honored to share the feedback from our clients and families we have the privilege of servin...
06/16/2026

✨ Testimonial Tuesday ✨

We’re honored to share the feedback from our clients and families we have the privilege of serving every single day! Helping people navigate important financial decisions is not something we take lightly, and it means a great deal to know that our work has made a positive impact.

Thank you for the trust, confidence, and the opportunity to be part of your financial journey. We would love to appreciate our Central Valley community for all the support and love we have received it truly means a lot to us.

Please join us in welcoming our newest interns to Portfolio Advisors Inc. — Ulysses, David, and Eleazar!We’re excited to...
06/12/2026

Please join us in welcoming our newest interns to Portfolio Advisors Inc. — Ulysses, David, and Eleazar!

We’re excited to have them as part of our team and look forward to supporting their growth as they gain hands-on experience in financial planning, wealth management, and client service.

Internships provide a valuable opportunity to connect classroom learning with real-world experience, and we’re proud to play a small role in helping develop the next generation of professionals.

Welcome to the team, Ulysses, David, and Eleazar — we’re glad to have you with us!

06/10/2026

Here’s a clip from Tina Mistry, CFP® speaking at the 2026 Industrious Women’s Summit hosted by the Better Business Bureau.

One reminder from the presentation that got a few laughs:
“Don’t get stock advice — or hot tips — at a sandwich shop.”

Financial decisions should be built around thoughtful planning, trusted guidance, and your long-term goals — not random opinions, trends, or the latest “hot tip.”

We’re grateful for the opportunity to be part of such a meaningful event and to have conversations around financial confidence, planning, and making informed decisions.

We had a wonderful time attending the BBB Industrious Women’s Summit and spending the day surrounded by so many inspirin...
06/08/2026

We had a wonderful time attending the BBB Industrious Women’s Summit and spending the day surrounded by so many inspiring women leaders, professionals, and entrepreneurs throughout the Central Valley.

Tina Mistry, CFP® was grateful for the opportunity to speak and be part of conversations centered around financial empowerment of women, and supporting women through education and guidance on women can improve their own financial situations!

Events like this are a great reminder of the value of collaboration, shared experiences, and women continuing to support and encourage one another.

Thank you to the Better Business Bureau and everyone involved in making this year’s summit such a meaningful event.

Happy Friday! ☀️On May 16th, we had a wonderful time attending EPU - Exceptional Parents Unlimited’s Fiesta de los Niños...
06/05/2026

Happy Friday! ☀️

On May 16th, we had a wonderful time attending EPU - Exceptional Parents Unlimited’s Fiesta de los Niños and being part of such a meaningful evening supporting children and families throughout our community.

We’re proud to continue supporting an organization like EPU and the important work they do for families across the Central Valley. It was a beautiful night filled with community, connection, and support for an incredible cause.

Thank you to EPU for hosting such a special event and to everyone who helped make the evening possible.

Check out the blog on our website now live!

06/02/2026



One conversation can lead to a new opportunity. One connection can turn into lasting collaboration. That’s what makes the Industrious Women’s Summit such a meaningful event.

We’re excited to share that Tina Mistry-Ellis, CFP® will be attending and speaking at the 2026 Industrious Women’s Summit hosted by the Better Business Bureau.

For the past eight years, IWS has brought together women leaders, professionals, entrepreneurs, and changemakers for a day centered around leadership, growth, strategy, and genuine connection. It’s a space where women continue to support one another long after the event ends — building relationships, sharing ideas, and creating meaningful impact throughout the community.

📍 Hyatt House Fresno at Campus Pointe — Fresno, CA
🗓 Thursday, June 4, 2026
⏰ 8:00 AM – 3:00 PM

We’re grateful for opportunities like this to be part of conversations that continue to encourage, support, and elevate women across the Central Valley and beyond.

Secure your seats today!
Register: iws.bbbcommunity.org

We had a wonderful time attending the Best of Central California Celebration at the Fresno Chaffee Zoo last week.It was ...
06/02/2026

We had a wonderful time attending the Best of Central California Celebration at the Fresno Chaffee Zoo last week.

It was a special evening celebrating so many local businesses, organizations, and individuals who continue to make a positive impact throughout our community.

We were honored to be recognized as a Bronze Winner in both the Wealth Management and Financial Advisor categories, and we’re incredibly grateful for the support from our clients, community, friends, and families who helped make this possible.

It was also great spending time with fellow community leaders and taking a photo with Mayor Jerry Dyer during the celebration.

Thank you again to everyone who continues to support Portfolio Advisors Inc. We truly appreciate being part of such an amazing community.

We have been holding the results for awhile now but we’re incredibly honored and excited to share that Portfolio Advisor...
06/01/2026

We have been holding the results for awhile now but we’re incredibly honored and excited to share that Portfolio Advisors Inc. has been awarded Bronze for both Wealth Management and Financial Advisor in Best of Central California.

To our clients, community, friends, and supporters — thank you. Your trust, encouragement, and continued support mean more to us than words can express.

This recognition is a reflection of the relationships we’ve built throughout the Central Valley and the confidence our clients place in our team each and every day.

We also want to thank our amazing team at Portfolio Advisors Inc. for the care, professionalism, and dedication they bring to the families we serve. This achievement would not be possible without them!

As we continue into our 36th year serving the community, we remain grateful for the opportunity to do meaningful work alongside so many wonderful people.
Thank you again for being part of our journey.

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

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