Portfolio Advisors, Inc.

Portfolio Advisors Inc. is a locally owned financial planning firm with a rich history of over three decades, committed to "Enriching Lives Through Transformative Actions." We take pride in serving a diverse client base that includes retirees, individuals within 5-7 years of retiring, mid-level & C-suite professionals, and business owners. Key pain points that Tina and her team can help address include: - Reducing taxes - Decisions around Social Security, Medicare, pensions, etc. - Determining if one has enough to retire or saving enough to retire - Making the most of remaining working years - Delegation of management of personal finances - College planning - Family legacy planning A little more about Tina: Tina is a dedicated community servant and a member of several notable organizations, including the Craig School of Business Associates Board and the International Business Fraternity of Delta Sigma Pi. She also holds a position on the board for the Central California chapter of the Financial Planning Association and serves on the Finance Committee for Reading & Beyond. Tina is a graduate of Leadership Fresno, Class 29. She is happily married to her husband, Adam, and they have two children, Keshan and Meera. In her free time, she enjoys quality family moments, traveling, and playing tennis.

Andrew James Flores is a CFP® with 11 years of experience in financial advising, currently serving at Portfolio Advisors, Inc. since 2015. He is based in Fresno, CA, and holds a Series 65 license. Portfolio Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and plan sponsors. The firm emphasizes asset-class allocation using academic research and primarily non-discretionary portfolio management, integrating educational outreach and estate-settlement support into its offerings.

Angel Valencia is a Series 65 licensed advisor with Portfolio Advisors, Inc. in Fresno, CA, where he has worked since 2026. He previously held positions at JB Hunt Transport, American Income Life, and Home Depot. Portfolio Advisors, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an efficient-market, asset-allocation approach, primarily using non-discretionary portfolio management with non-actively managed mutual funds and Dimensional Fund Advisors strategies.

Hugo Gutierrez Mozqueda is a financial advisor at Portfolio Advisors, Inc. in Fresno, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he held various educational roles, including positions at California State University, Monterey Bay, and multiple schools in the San Joaquin area. Portfolio Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, emphasizing efficient-market, asset-allocation strategies primarily implemented through non-actively managed mutual funds and Dimensional Fund Advisors strategies. The firm offers a broad menu of services including financial planning, pension consulting, and estate settlement assistance, with a focus on non-discretionary portfolio management and client consent for trades.