Meet Our Speakers
Tina Mistry, CFP®
AJ Flores, CFP®
Practical educators, Trusted Advisors, Down-to-earth experts.
Tina Mistry, CFP® and AJ Flores, CFP® bring deep financial expertise and a passion for education to every speaking engagement. As senior advisors at Portfolio Advisors, Inc., they’ve helped hundreds of individuals and families make smart financial decisions — and are known for making complex topics like Social Security, tax planning, and retirement readiness simple.
Their approachable, engaging speaking style is informed by their own experiences. They have both guided clients through a variety of financial transitions and stages of life. Together, they are often complimented for being approachable and relatable, bringing clarity to complex topics and creating an educational, welcoming experience.
What Your Audience Will Walk Away With
Whether your event is large or small, workshop, conference or professional event, attendees leave with:
- A clearer understanding of financial topics that impact their everyday lives
- Actionable next steps they can take — no matter their income or experience level
- The confidence to make smarter financial decisions and ask better questions
These sessions are designed to be welcoming, educational, and empowering — especially for those who may not have had access to this kind of guidance before.
Areas of Expertise
Practical financial education your audience can understand — and apply
Tina Mistry and AJ Flores are experienced advisors who specialize in making personal finance approachable, engaging, and genuinely useful. Their talks are designed for broader audiences — and focus on delivering actionable insights that stick with attendees long after the session ends.
Whether you’re planning a workshop, conference, or professional convention, Tina and AJ can tailor their presentation to meet your group’s needs. Below are some of their most requested topics — but they’re always happy to build custom financial literacy sessions based on your audience and goals.
How to make one of the biggest retirement decisions with confidence
Social Security is often misunderstood — and that can cost real money.
Your audience will learn:
- When and how to file for maximum benefit
- How to avoid common (and costly) mistakes
- How spousal, survivor, and divorcee benefits work
This topic is ideal for near-retirees and early retirees who have not made any decisions around benefits.
How to avoid the most common (and damaging) mistakes investors make
Attendees will gain insight into:
- What every new investor should know (including workplace plans)
- Why “timing the market” and hot tips are more harmful than helpful
- How emotions undermine long-term investment success
- What to look for (and watch out for) in financial products
This talk can be approachable for beginners or also valuable even for those with years of experience.
What to think about — and act on — in the years before retirement
This session is about helping everyone prepare for their future, including:
- How to assess your expected income and basic needs
- What role taxes, inflation, and healthcare might play
- Steps to take now, even if you’re starting later or with less
Great for anyone looking to retire with more peace of mind.
Simple, smart ways to understand and manage your tax situation
It isn’t only the wealthy who benefit from tax planning. In this session, attendees will learn:
- Learn how to read their own tax return and/or spot planning opportunities
- Discover common deductions and credits they might be missing
- How taxes change in retirement — and what to do about it
This talk can be useful for everyone from working professionals to retirees, executives to small business owners.
Build a program tailored to your audience’s needs
Tina and AJ speak at schools, nonprofits, community groups, and professional associations. Whether your group is just starting out or facing retirement, they can design a session that’s relevant, clear, and empowering.
Topics can include: budgeting, credit, debt, understanding financial advice, personal finance basics, and more.
“Our goal is always to leave people feeling smarter and more confident than when they walked in.”
Speaking Engagement Rates
Speaking engagements start at $500/hour, plus travel and meal expenses for events held more than 20 miles from our office in Fresno, CA.
If you’re representing a nonprofit or community organization, we’re happy to discuss pricing. Don’t hesitate to reach out to us.
Bring Tina & AJ to Your Event
Fill out the form below to request speaker details, tell us about your organization & event, and we’ll follow up with availability and details.