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.

Staff Changes

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.

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A Letter on Current Events in the Markets

To view the letter, please go to the "Client Center" tab and click on "Download Documents."

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New Office

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.

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New Website

Our website "went-live" this morning. We hope that you find it to be another good means of communication. Your feedback is welcome.

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Latest Blogs

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25 August 2021
By: Andrew James (AJ) Flores, CFP®As a financ...
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22 July 2021
 This year marks my 15th year at Portfol...

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