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."
We moved to our new office at the first of the month. It was a big change considering that we have over 20 years of history in the old office. We’ve gotten pretty settled in now though. We’re really enjoying the new environment and look forward to sharing it with our clients.
Our website "went-live" this morning. We hope that you find it to be another good means of communication. Your feedback is welcome.