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.

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.

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24 February 2022
By: Andrew James (AJ) Flores, CFP® O...
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02 February 2022
Resolutions and goal setting are all the rage th...
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One of my favorite late night TV show hosts best...
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As we head into the holiday season and wrap up t...
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Your IRA and 401(k) haven’t magically grown all ...

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