Tina Mistry
CEO/President & Senior Financial Advisor at Portfolio Advisors, Inc.
- Role
- CEO President at Portfolio Advisors, Inc
- Location
- Fresno, CA, US
- LinkedIn followers
- 500 followers
About Tina Mistry
When you join Portfolio Advisors, you join our family. Developing and maintaining strong personal relationships with our family of clients is fundamental to our way of doing business and one of the reasons why many of our clients have been with us since the beginning, over twenty years ago. Our clients are primarily business owners, professionals and retirees who have specific financial needs and objectives. We can help with a broad range of services that include portfolio management, investment and tax strategies, assistance with trusts and inheritances, retirement planning, income replacement strategies, and planning for education costs. We believe that our only compensation should come from the client, not third parties who may benefit from the sale of their products. As a result, we are a fee-only firm.I received the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Certified Financial Planner Board of Standards, Inc. in April 2012 and became a partner in January 2014. Previously held positions with Portfolio Advisors include serving as a Portfolio Administrator and Support Advisor. I graduated from California State University, Fresno in May 2007 receiving a B.S. in Business Administration with an emphasis in finance. I continue to be involved with the university, serving as a board member for the Craig School of Business Alumni and Friends organization and also serve as President of the local alumni chapter of the International Business Fraternity of Delta Sigma Pi. I am a graduate of Leadership Fresno, Class 29.
Experience
CEO President
Sep 2021 — Present · Fresno, CA, US
Education
California State University, Fresno
BS in Business Administration with an emphasis in Finance
2003 — 2007
California State University-Fresno
Bachelor of Science (BS), Finance & Marketing
2003 — 2007
Skills
- Account Management
- Income Tax Strategies
- Financial Planning
- Portfolio Management
- Wealth Management
- Retirement Planning
- Education Planning
- Asset Managment
- Customer Service
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