Who Are We?
We are a locally owned financial planning firm that has offered investment advice and service for over twenty 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. Our recommendations are based on a thorough review of our clients’ needs and risk tolerance coupled with our investment philosophy. Further, we have removed the potential conflict of interest associated with charging sales commissions by eliminating them. Portfolio Advisors does not receive compensation through the sale of products and provides fee-only services. We believe that it is mutually beneficial that our only compensation comes directly from the client.
Mike's dad started the firm some 30 years ago and Mike continues his legacy as a partner in the firm. He uses his experience and expertise in the business to help clients spot areas of their financial situations that need attention and advises on how to address these areas. He received his B.S. degree from the University of California, Davis in 1993, and obtained CERTIFIED FINANCIAL PLANNER™ certification in 1997. Mike has been a financial advisor with Portfolio Advisors since 1998 and has been active in the Fresno Estate Planning Council, the Financial Planning Association, and East Fresno Rotary. In addition to the business, Mike enjoys meditation, tennis and guitar. Mike and his wife, Tracy, are newlyweds and enjoying married life.
Ken's strong business acumen and client relations skills serve him well in his role with Portfolio Advisors. With strengths in portfolio investment management and retirement planning, he is a vital part of the team. A long-time client of Portfolio Advisors for over 25 years, Ken joined the firm in July 2011 and became a partner in January 2014. Prior to joining Portfolio Advisors, Ken enjoyed a successful 39 year career with The Fresno Bee where he served as Vice-President of Community Relations and Public Affairs. Ken is a member in the Financial Planning Association and has been actively involved in the community, serving on several non-profit boards which include: The Zoological Society, The Sequoia Council, Score, CSU Fresno Alumni & Friends Association, Children’s Hospital Central California Foundation and First California Federal Credit Union. Ken is a graduate of California State University, Fresno. He is married to Jeanne, his wife of 43 years. They have two children, Geoffrey and Kerri, son-in-law, Brian, and granddaughter Tatum.
Tina's passion for retirement and education planning make her a thoughtful and effective advisor at Portfolio Advisors. Her attention to detail and unwavering commitment to positively affecting the lives of her clients adds an unmatched enthusiasm to the firm. Tina began her career with Portfolio Advisors in 2006 and became a partner in January 2014. Tina received the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Certified Financial Planner Board of Standards, Inc. in 2012. She graduated from California State University, Fresno in May 2007 receiving a B.S. in Business Administration with an emphasis in finance. Tina is a current member of the Craig School of Business Associates Board and a lifetime member of the International Business Fraternity of Delta Sigma Pi. Tina is also a graduate of Leadership Fresno, Class 29. Tina is married to her college sweetheart, Adam, who is an operations manager at an almond processing plant in Madera.
Jessica S. Sanson, Chief Compliance Officer & Client Services Manager
Jessica graduated from California State University, Fresno in December 2008. She received a degree in Business Administration with an emphasis in Finance. Jessica started with Portfolio Advisors in January 2009 and hopes to continue to build a successful career in the financial planning industry. In addition, Jessica enjoys Disney, movies, reading and traveling. She is also an alumna of the professional business fraternity, Alpha Kappa Psi, at CSU Fresno. Jessica is married to Dante Sanson and is enjoying married life.
AJ Flores, Support Advisor
AJ completed his degree in Business Administration with an emphasis in Finance at California State University, Fresno in December 2014. AJ has been with Portfolio Advisors, Inc. since April 2014, first as a part-time intern while he finished his degree, then as a full-time Support Advisor. AJ was a member of the Fresno State branch of the Financial Management Association, as well as Fresno State’s award-winning Student-Managed Investment Fund Program. AJ also taught traditional Filipino cultural dance while in school as a part of an annual program to promote cultural education and awareness. He enjoys playing piano and guitar, and loves singing in his spare time. AJ has aspirations to earn his CERTIFIED FINANCIAL PLANNERTM certification and build a successful career in the financial planning industry.
Jordan joined Portfolio Advisors in 2016 with a passion to assist clients reach financial goals. Before starting with Portfolio Advisors, Jordan began his career with Mutual of Omaha as a financial advisor specializing in risk management applications and earned the Life Underwriter Training Counsel FellowSM designation. He graduated from California State University, Fresno receiving a B.S. in Construction Management and a minor degree in General Business in 2015. Jordan is a member of Fresno's Leading Young Professionals and Fresno's Downtown Academy, Class 5 alumni. Jordan, in his free time, enjoys exercising and traveling.
Devin Watts, Staff Intern
Devin is currently a student at California State University, Fresno, graduating in May 2018 and earning a B.S. degree in Business Administration with an emphasis in finance. Devin began his development in the financial advising industry when he joined Portfolio Advisors as an Intern in the Summer of 2016. He continues his passionate journey towards becoming a Financial Planner through assisting the Portfolio Advisor office staff, advisors, and clients. Devin has recently become involved with Off the Front, a non-profit organization that focuses on helping kids succeed in the race of life. Devin married his beautiful bride, Hannah Watts, in September 2017. In Devin’s free time, he enjoys cycling, golfing, and snowboarding.