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

Happy Friday! As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade to indulging in some delicious turkey. But we also know this time of year brings a flurry of financial questions from family members! With this in mind, we've put together answers to some of the most common queries we get asked during the holidays. Swipe through to learn more. Need personalized financial advice? Reach out to our team anytime. We're here to help you navigate your financial journey.

One of my most favorite conversations to have with clients is about creating a plan to give back to their community and charitable organizations that they care about. There are so many great strategies to consider and it all starts with making those first steps. Please feel free to engage our team if we can help your charitable goals become a reality. #CharitableGiving

#ThrowbackThursday to the unforgettable Gala of Light with EPU! ✨ Check out the collection of snapshots and see the behind the scenes of an evening filled with inspiration, and love. 🌟 Huge thanks to Exceptional Parents Unlimited, Inc. for capturing these incredible moments and for the amazing work you do for our community. 💛 Grateful to have been a part of such a meaningful event. Here's to continuing to shine a light together! 🕯️✨ #GalaOfLight #EPU #Gratitude #CommunityMatters #PhotoDump

Portfolio Advisors Inc. is incredibly grateful to participate in the Fresno Mission‘s One Table Fresno: Coats Giveaway this year! 🧥✨ In this season of giving, we are reminded of the power of coming together to make a difference! A special thank you to Barbara stroude for her dedication and for allowing our clients and team members here at Portfolio Advisors Inc to come together for this heartwarming initiative. 💙 #SeasonOfGiving #CommunitySupport #FresnoMission #OneTableFresno #PortfolioAdvisors

Wonderful video explaining the differences between indexing and Dimensional’s approach. For those that have been working with us for 30+ years, they are aware of our long standing relationship with Dimensional and that as an investor, it’s about putting the odds in your favor in order to achieve a better investment experience. #Dimensional #PortfolioAdvisors #BetterInvestmentOutcomes

✨ Happy Monday, check out the benefits of having a Charitable Giving Plan! ✨ From lowering your taxable income to aligning donations with your values, a strategic plan can help you give back while helping your financial goals. 🌟 Its the season of giving and were always here to help! #CharitableGiving #TaxPlanning #FinancialAdvisor #MakeAnImpact #GivingBack

Join us in congratulating EPU's Gala of Light Beacon of Hope Honoree, Bob Nelson. Dr. Nelson is a former EPU Board Member, who continuously provides support for children & families with unique needs. He launched a new era of student progress, improved employee relations, and expanded community partnerships. Dr. Nelson exemplifies the heart of the Beacon of Hope award, demonstrating a lifelong dedication to children and families in the Central Valley, and a caring willingness to show up each day to support this community. Thank you Dr. Nelson!

🎥 Missed Our Webinar on October 29th? We’ve Got You Covered! On October 29th, we hosted our webinar, What You Need to Know About Seeking Financial Advice, packed with expert tips and insights to help guide you on everything about finding the right financial advisor for you. 🧠💼 You can now watch the full webinar anytime by clicking the link below. Plus, don’t keep this valuable information to yourself—share this with friends, family, or anyone who might benefit from learning more about seeking out financial advice. 👇 ➡️ https://lnkd.in/g6RkCXn4 #FinancialPlanning #WebinarReplay #FinancialAdvice #ShareTheKnowledge #PortfolioAdvisors

Building connections and sharing laughs at the CalCPA Fresno Chapter's ABC Mixer! 🥂👔 Our team had a fantastic time networking with fellow professionals, Attorneys, and CPAs strengthening our community ties. Here are a few action snapshots from the event! 💼✨ #CalCPA #Networking #TeamBuilding #financialplanning #CPAs #Attorneys #CentralValley