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, Partner
Mike's dad started the firm some 30 years ago and Mike continues his legacy as a partner in the firm. He received his B.S. degree from the University of California, Davis in 1993. Mike has been with Portfolio Advisors since 1998. In addition to the business, Mike enjoys meditation, tennis and guitar. Mike and his wife, Tracy, are newlyweds and enjoying married life.
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, 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.
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, CERTIFIED FINANCIAL PLANNER™ - Financial Advisor
Devin Watts is an intentional advisor, motivated and guided by the belief that money is a resource which can create a lasting impact. He earned his BS in Business Administration, option in Finance, from California State University, Fresno in 2018 and thereafter obtained the designation of a CERTIFIED FINANCIAL PLANNER™ in 2020. As a team member of Portfolio Advisors, Devin has developed the heart of a teacher, with a desire to help clients understand their financial state and create plans to achieve their financial goals. He focuses on relationships with his clients and devotes his time ensuring that they are well served. When Devin is not in the office, he enjoys spending time with his bride, Hannah, cycling, and woodworking.