Our Team

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 Leffler, CERTIFIED FINANCIAL PLANNER™ - Partner

Mike's dad started the firm some 25 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 Hatfield, Financial Advisor & Director of Client Relations - Partner

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 Mistry, CERTIFIED FINANCIAL PLANNER™ - Partner

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 past member of the Craig School of Business Alumni & Friends Board and is currently serving as the District Director for the student organization, the International Business Fraternity of Delta Sigma Pi, as well as serves as the President of the local alumni chapter. Tina is also a graduate of Leadership Fresno, Class 29. Tina will soon wed her college sweetheart, Adam, who is an operations manager at an almond processing plant in Madera.

 

 

William M. Thompson, CERTIFIED FINANCIAL PLANNER™ 

Bill joined Portfolio Advisors in 1995 and has drawn great satisfaction in partnering with those he works with in the achievement of their financial goals.

Prior to joining Portfolio Advisors, Bill enjoyed a successful 30 year career in the packaged foods industry, his final 16 years as President of a Nestle-owned foods company.

He is a graduate of San Jose State College and has been a Fresnan over 30 years. He is married to wife Jean and they have daughters Stephanie and Sarah. Bill enjoys family, travel, their Cambria home, fine dining and tennis.

 

 

Jessica S. Sanson, 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 Naffa, LUTCF® - Financial Advisor

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 National Association of Insurance and Financial Advisors. Jordan, in his free time, enjoys exercising and traveling.

 

 

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7571 N. Remington
Ave.#105
Fresno, CA 93711
559-432-8400