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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.

10/16/2026

💙 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 😎

09/28/2026

A look back at an incredible day at CCWC 2026! 💜
From connecting with women throughout the Central Valley to hearing from keynote speaker Mia Hamm. It was a privilege to be able to be there for the community 😎

Portfolio Advisors Inc. was proud to serve as the Opening Session Sponsor, and we’re grateful to everyone who stopped by our booth, joined us for a conversation, and helped make the day so enjoyable.

Check out some of our favorite moments from CCWC 2026.

Fresno WomenInLeadership Community

09/25/2026

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

For more than 35 years, we’ve had the privilege of serving individuals and families throughout the Central Valley, and we’re grateful for the opportunity to share more about our firm, our approach to financial planning, and the people behind the work we do every day.

Thank you to The Business Journal Fresno for including Portfolio Advisors Inc. in this year’s publication and for continuing to highlight businesses throughout our community.

Be sure to check out the 2026 Profiles of Business and our feature!

09/22/2026

🎓 College is about preparing for what comes next—and that includes learning how to manage your money.

In the latest segmanet with ABC30's Watching your Wallet, AJ Flores, CFP® shares a few financial habits students can start building now:

💰 Learn to live below your means
📚 Understand your student loans before borrowing
💳 Know what kind of debt you have
📱 Be careful taking financial advice from social media
📅 Make bills easier to manage with automatic payments

You don’t need to have your finances completely figured out before graduation. A few smart habits now can go a long way later.

09/21/2026

What a great day at CCWC 2026! 💜

We had a blast connecting with so many women from across the Central Valley at this year’s Central California Women’s Conference. Portfolio Advisors Inc. was proud to serve as the Opening Session Sponsor and be part of another great year of CCWC.

A highlight of the day was hearing from keynote speaker Mia Hamm and her stories about leadership, teamwork, perseverance, and the experiences that shaped her career. ⚽

Thank you to everyone who stopped by our booth, entered our sweepstakes, and took a few minutes to talk with us. We loved meeting you!

And a big thank you to CCWC for bringing our community together for such a memorable day.

09/10/2026

Saving for your children so they could have the chance for a better life than the one you have worked so hard to earn should be in the forefront of every parent's mind. Our very own AJ Flores, CFP® dives into the when you should when you should give your kids their inheritance and some of the ways it shows up for you.

Please check out the new exclusive blog on our website now available! Any other topics you would like our advisors to talk about please comment below.

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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