Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.


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.

A New Service from Portfolio Advisors - Social Security Planning

A New Service from Portfolio Advisors - Social Security Planning

By Mike Leffler 

In taking a look at our clientele, and where our new business comes from, we see that we have a natural connection with pre-retirees. Pre-retirees, people who have five years or less until retirement, often have many financial needs. No longer are pensions predominant in which fewer decisions are required of individuals. Now, tax deferred retirement plans such as 401(k)s, 403bs and 457 accounts are the norm.

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7571 N. Remington
Ave.#105
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559-432-8400