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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.

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

10/23/2026

🏆 Voting is now open for The Business Journal's 2026 Best of Central Valley Business Awards!

Portfolio Advisors Inc. is proud to be a sponsor of this year's Best of Central Valley Business Awards, celebrating the businesses and professionals who help make our community a great place to live and work.

With 43 categories recognizing outstanding businesses throughout the Central Valley, these annual Readers' Choice Awards give our community an opportunity to show appreciation for the organizations making a difference.

🗳️ Voting is open through October 31, 2026!

Be sure to cast your votes and support your favorite Central Valley businesses. We look forward to celebrating this year's winners on December 9!

🔗 Cast your vote today: https://thebusinessjournal.com/bestofsurvey/

10/22/2026

We're proud to announce that Portfolio Advisors Inc. is a sponsor of The Business Journal's inaugural 2026 Philanthropy Excellence Awards!

The Central Valley is home to many individuals, businesses, and nonprofit organizations that dedicate their time and resources to making a difference in our community.

These awards recognize those who go above and beyond to give back, support meaningful causes, and improve the lives of others.

At Portfolio Advisors Inc., our mission is to Enrich Lives Through Transformative Action, and we're honored to support an event that celebrates those who share that commitment to serving others.

Thank you to The Business Journal for bringing attention to the people and organizations whose generosity and dedication continue to strengthen our community.

We look forward to celebrating this year's honorees!

10/21/2026

💭 Thinking about working with a financial advisor? Here are a few questions worth asking first!

In a recent ABC30 Watching Your Wallet segment, Tina Mistry, CFP®, and AJ Flores, CFP®, shared what to look for when choosing a financial advisor.

✔️ What services do they provide?

✔️ How are they compensated?

✔️ What credentials and experience do they have?

✔️ What's their investment philosophy?

✔️ Who can help when your advisor is unavailable?

Choosing an advisor isn't just about your investments. It's about finding someone who understands your goals and can support you through life's financial decisions.

🎥 Watch the video for more tips from Tina and AJ!

10/20/2026

🐾 Paws for a Cause! 🎳💙

Portfolio Advisors Inc. is excited to participate in Play4JA: Strike Up Success: Fresno Bowl-a-Thon, supporting Junior Achievement of Northern California!

Junior Achievement helps equip young people with the knowledge and skills they need to make informed financial decisions, explore career opportunities, and prepare for their futures.

🎳 Here are some of our very own team members participating in this year's bowl-a-thon! We're looking forward to having some fun on the lanes while supporting a cause that aligns with our commitment to financial education.

🎯 Our fundraising goal is $150, and we need your help to reach it!

Every donation, big or small, helps us get closer to our goal while supporting the next generation of young leaders.

🐾 Help us strike up success by donating today! Thank you for supporting our team and Junior Achievement of Northern California.

10/19/2026

We're excited to share that Portfolio Advisors Inc. is featured in The Business Journal's 2026 Profiles of Business! 🎉

For more than 36 years, we've had the privilege of serving individuals and families throughout the Central Valley, building lasting relationships and helping clients navigate life's important financial decisions.

Our feature, "Built on Trust. Measured in Generations," highlights our firm's history, commitment to independent financial planning, and the relationships that have shaped who we are today.

A special thank you to The Business Journal Fresno for including us in this year's publication and continuing to spotlight the businesses and people who make up our Central Valley community.

10/16/2026

💙 Happy National Boss's Day to our CEO and President, Tina Mistry, CFP®! 🎉

Today, we're giving a special shoutout to the person who keeps us motivated, challenges us to grow, and always encourages us to be our best!

From mentoring our team to celebrating our wins (big and small), Tina brings so much heart and dedication to Portfolio Advisors Inc.

Thank you, Tina, for always supporting us, believing in us, and making Portfolio Advisors a great place to work.

We appreciate everything you do! 💙

10/12/2026

Donation Drop-Off Location

Portfolio Advisors, Inc.
7571 N Re*****on Ave., Ste. 105
Fresno, CA 93711

Drop-Off Hours:
8:00 AM – 5:00 PM
Mon - Fri
Last Day to Drop-Off: October 30th

Please see the attached list for items currently needed.

Every donation, no matter how big or small, can brighten someone’s day and remind them that they are loved and not forgotten.

Your generosity helps us bring comfort, joy, and dignity to skilled nursing home residents. Thank you for your kindness and support!

Donations are tax-deductible.

10/08/2026

"Financial compatibility isn't necessarily about whether we spend in the same way," he said. "It's about whether we're open to discussing in a constructive manner how we approach our finances."

Our Advisor AJ Flores, CFP®explores the topic couples have a hard time discussing at time for . Check out this segment from Watching your wallet with ABC30 today!

10/01/2026

🚨Attention 🚨

Our website portadvisors.com has been updated and we now have an areas we serve section of our website! We are proud to serve the people of the Central Valley and felt that this new update was very much needed.

Here are our team members competing on who can name all the counties we serve 😎

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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