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.

 

Also, Tina Mistry has been promoted to Support Advisor. This is a new position in our firm and is a natural next step as she completes the Certified Financial Planner™ program. Tina will join in many client meetings and will be more involved with clients' investment and planning issues.

Client Education Seminar
A Letter on Current Events in the Markets

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