Portfolio Advisors, Inc.

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

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.

We’re excited to share that Tina Mistry, CFP® will be attending and speaking at the 2026 Industrious Women’s Summit host...
05/29/2026

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

For eight years, the BBB Industrious Women’s Summit has brought together women leaders, professionals, and entrepreneurs from across industries for a day focused on leadership, growth, strategy, and connection.

This year’s summit is designed to spark ideas, build confidence, and create meaningful connections for women making bold moves in their careers, businesses, and communities.

📍 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 support and elevate women throughout the Central Valley and beyond.

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


05/28/2026

Hear it from Tina Mistry-Ellis, CFP® as she shares how our Estate Settlement Services are designed to help families navigate one of life’s most difficult seasons with guidance, support, and care.

Losing a loved one is already emotionally overwhelming. Managing financial responsibilities, paperwork, timelines, and important decisions during that time can make the process feel even heavier.

Whether you’ve been named an executor, trustee, or are simply unsure where to begin, our team is here to help guide you through the process step by step and help make things feel more manageable along the way.

Our Estate Settlement Services can include:

✔ Coordinating with banks and custodians
✔ Assisting with paperwork and asset transfers
✔ Helping organize timelines and next steps
✔ Providing guidance around financial considerations
✔ Connecting you with trusted legal and tax professionals when needed

During difficult times, having support and clear communication can make a meaningful difference.

If you have questions or would like to schedule a consultation, please feel free to contact us.

05/27/2026

Not sure if your portfolio is still working for you? Hear it from Tina Mistry-Ellis, CFP® as she explains our One-Time Planning Service: Investment Second Opinion.

This service is designed to provide an independent review of your current portfolio, helping you better understand what you own, what you may be paying in fees, and whether your investments still align with your goals and comfort with risk.

Sometimes a second set of eyes can provide valuable perspective — especially when something about your investments no longer feels quite right.

What’s included:
✔ Review call to discuss your investments and goals
✔ Portfolio analysis and comparison report
✔ Final consultation with observations and recommendations

This service is ideal for individuals looking for objective feedback and a clearer understanding of their portfolio — without feeling pressured to make changes.

If you have questions or would like to learn more about our Investment Second Opinion service, please feel free to contact us.

05/26/2026

Understanding CalSTRS and CalPERS benefits can feel overwhelming — especially when retirement decisions start becoming real.

Our CalSTRS / CalPERS Review is designed to help California teachers and public employees better understand their benefits, retirement options, and the decisions that may impact their future.

Whether you’re years away from retirement or preparing for the transition soon, we help break down the details into clear, understandable guidance tailored to your situation.

What’s included:

✔ Initial 30-minute consultation
✔ Advisor attendance at your CalSTRS or CalPERS meeting
✔ Final 30-minute follow-up meeting
✔ Personalized summary of benefits, key takeaways, and guidance

If you have questions or would like to learn more about our CalSTRS / CalPERS Review, please feel free to contact us.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/22/2026

Retirement planning starts long before your last day of work.

In a recent ABC30 Action News, Watching Your Wallet segment, Tina Mistry-Ellis, CFP® shared why the 5–7 years leading up to retirement can be such an important time to prepare financially and personally for the next chapter.

A few important areas to focus on:
✔ Increasing retirement contributions
✔ Reviewing your investment mix
✔ Building emergency savings
✔ Planning ahead for healthcare costs

Retirement is about more than just investments — it’s about creating a plan that supports the lifestyle and future you want.

If you’re approaching retirement and have questions about your financial plan, please feel free to contact us.

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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