We have a new staff member! Jessica Sadredin has joined us as a Portfolio Administrator. Jessica is a recent Finance graduate from Fresno State. She has an impressive background and comes to us highly recommended. Jessica aspires to a career in financial planning.
Portfolio Advisors Blog
To view the letter, please go to the "Client Center" tab and click on "Download Documents."
Our website "went-live" this morning. We hope that you find it to be another good means of communication. Your feedback is welcome.