Portfolio Advisors, Inc.
Financial ServicesView the employees at
Portfolio Advisors, Inc.-
Tina Mistry, CFP® Financial Advisor at Portfolio Advisors, Inc.
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Fresno, California, United States
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Top 10%
Jesse Vega Associate Advisor at Portfolio Advisors-
Fresno, California, United States
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Rising Star
Jessica Sadredin Chief Compliance Officer at Portfolio Advisors, Inc.-
Fresno, California, United States
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Top 10%
Andrew Boungnavong Marketing Director| Social Media Engagement | Coordinator |-
Metropolitan Fresno
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Rising Star
Andrew Boungnavong Marketing Director| Social Media Engagement | Coordinator |-
Rising Star
Overview
We are a locally owned financial planning firm that has offered investment advice and service for over 33 years. We serve a diverse group of successful individuals, families and business owners, many of whom have been with us from the beginning. We provide advice to help them achieve the goals that are important to them. We specialize in portfolio management and retirement planning and can help with other financial planning issues.
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