Portfolio Advisors, Inc.

At this year’s Exceptional Parents Unlimited, Inc.’s Gala of Light, Tina Mistry, CFP®, CEO of Portfolio Advisors Inc., shared powerful insights into EPU’s impact on Central Valley communities. She also highlighted how the values and daily work of Portfolio Advisors align with EPU’s mission to uplift and support those in need.Don’t miss Tina’s inspiring speech! Watch now on our YouTube channel. 👉 Click the link https://lnkd.in/gCVrEFZe to watch the full video. #GalaOfLight2024 #CommunityEmpowerment #FinancialLiteracy #PortfolioAdvisors #EPUPartnership

Congrats Jené D’Ambrosio! I’m so honored to know you and have met you this past year through the Fresno County Women's Chamber of Commerce! The Tillie Tuschhoff award is so deserving and I can’t wait to see all that you accomplish in 2025!

Happy Valentine’s Day from Portfolio Advisors! ❤️ Whether you're celebrating with a loved one or focusing on self-love and financial growth, we’re here to help you build a secure and prosperous future. Wishing you a day filled with love and financial success! #ValentinesDay #LoveAndFinance #FinancialSuccess #WealthBuilding #PortfolioAdvisors #StrongerTogether

Setting goals as a couple? 💑 Start by carving out time to discuss your goals and make sure you’re using the SMART method for clear and achievable results. Whether it’s weekly check-ins or quarterly reviews, regular communication and accountability are key to staying on track. Don’t be afraid to voice any challenges along the way—open communication helps you both grow and succeed together! #CoupleGoals #FinancialPlanning #SmartGoals #StrongerTogether #FinancialSuccess #WealthBuilding #PersonalFinance #FinancialAdvisor

Part 2 is here! 💪💰 Now it’s all about tackling debt, planning for the future, and making smart financial choices together. Having open communication, handling debt as a team, and thinking ahead are key to building a strong financial future. Keep moving forward and building together! #CoupleGoals #FinancialPlanning #StrongerTogether #TopFinancialAdvisor #MoneyMatters #FinancialFreedom #WealthBuilding #PersonalFinance

Building a solid financial foundation as a couple takes teamwork! 💪💰 Whether it's talking about your goals, creating a spending plan, or splitting up responsibilities, every little step helps you build a secure future together. This is part 1 of a two-part post—stay tuned for part 2! Follow us for more tips to keep building your financial goals. #CoupleGoals #FinancialPlanning #StrongerTogether #FinancialAdvisor #FinancialFreedom #PersonalFinance #MoneyMatters #WealthBuilding #InvestmentGoals

🏈 Super Bowl LIX By The Numbers 🏈 With Super Bowl LIX coming up this Sunday, we're looking back at some of the most interesting and exciting stats from past games! Here are some numbers that stand out: ⚡ Tom Brady holds the record with 7 Super Bowl wins! ⚡ Two QBs, Two Franchises: Only Peyton Manning and Tom Brady have won championships with two different teams. ⚡ Three Rookie Coaches won the big game in their first season: Don McCafferty, George Seifert, and Jon Gruden. ⚡ Five losses, Two teams: The Broncos and Patriots share the most Super Bowl losses. ⚡ Seven Wildcards turned Champs: The Buccaneers did it most recently in 2012. ⚡ Eight of the last ten: Teams in white jerseys have dominated the wins! ⚡ Ten Defenders Shine: Only defenders have claimed the MVP title in Super Bowl history. With Super Bowl LIX coming up this Sunday… Who do you got? The Eagles or the Chiefs? Let us know in the comments below! 🏆 #SuperBowlLIX #SuperBowlByTheNumbers #FootballFacts #EaglesVsChiefs #PortfolioAdvisorsInc

I am proud to sit on the board for a local non-profit, Reading and Beyond. From poverty to productivity, from conception to career, Reading and Beyond has been providing transformative programs that support individuals from early childhood through career development for over 25 years. Reading & Beyond is seeking the support of our community for this year's fundraiser, the 2025 Gala as we partner with Roger Rocka’s Dinner Theater for a performance of Waitress, a heartwarming musical about a woman who finds strength in her community, rising above adversity to shape her future through entrepreneurship. This resonates deeply with the work we do at Reading and Beyond — empowering families to overcome challenges and create opportunities for a better life. If you would like to attend the event or support our efforts in any way, please feel free to contact me. Thank you!

💬 Why Healthy Relationships Need Financial Communication 💬 Talking about money might not always be the easiest thing, but it’s so important for a strong, healthy relationship. Here’s how to make those financial talks go smoothly: 1️⃣ Talk Early – Don’t wait until things get tricky. The sooner you start the conversation, the easier it is to work through the small stuff before it becomes a big deal. 2️⃣ Keep Emotions in Check – Money can bring up strong feelings, but try to focus on the facts and stay calm. A little understanding goes a long way in finding solutions together. 3️⃣ Ask for Your Partner’s Input – You’re a team, so listen to each other. Your partner might have ideas or perspectives you hadn’t thought of. 4️⃣ Don’t Hide Anything – Whether it’s a big purchase or a mistake, honesty is key. The more open you are, the stronger your financial future will be. It’s all about working together, building trust, and growing stronger as a team. 🙌 #MoneyTalks #HealthyMoneyRelationships #FinancialTeamwork #PortfolioAdvisorsInc