CFP Designation Achieved

Congratulations are extended to AJ Flores for recently completing and passing his Certified Financial Planning course and board exam.  The designation is awarded to those that have completed rigorous course work and testing and is recognized as the standard of excellence for financial planners. 

While working for his degree in Business Administration with an emphasis on Finance at California State University Fresno, AJ joined the Portfolio Advisors Team as an intern in 2014.  Upon his graduation, AJ became a full-time support advisor and has since transitioned to the position of financial advisor serving and helping clients achieve their financial goals.