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.
Tina Mistry, CERTIFIED FINANCIAL PLANNER™ - President/CEO & Financial Advisor
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 received the Certified Financial Planner™ certification conferred by the Certified Financial Planner Board of Standards, Inc. in 2012. She became a managing partner in January 2014 and became sole owner in 2021.
Tina 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, and they have two children, Keshan and Meera. She enjoys time with her family, traveling and playing tennis.
Jessica Sadredin, 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, traveling, and spending time with family. She is also an alumna of the professional business fraternity, Alpha Kappa Psi, at CSU Fresno.
AJ Flores, CERTIFIED FINANCIAL PLANNER™ - Financial 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 build a successful career in the financial planning industry.
Jesse Vega, Portfolio Administrator/Client Services Associate
Jesse graduated from California State University, Fresno in May 2021 receiving a B.S. in Business Administration with the emphasis in Finance. Jesse started with Portfolio Advisors in July 2021 and aspires to build a successful career in the financial planning industry. Jesse likes to golf, attend concerts, watch UFC and hike.
Nathan Estrada, Portfolio Administrator
Nathan will be graduating from Fresno Pacific University in spring of 2023 with a Bachelors in Business Administration with an emphasis in Business Finance and a background in accounting. Nathan started at Portfolio Advisors, Inc. in March 2022 and aspires to build a sucessful career in the industry. Nathan's hobbies consist of watching movies, classic American cars, health, and fitness.
Disclosure: Neither an adviser’s experience nor their professional credentials or designations should be viewed as the sole determining factor in obtaining or retaining their services, and do not guarantee success of a particular investment or financial outcome. Please see our Disclosure page for further information about the professional designations identified on this page. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.