Tina is the CEO/President of Portfolio Advisors, but her main responsibilities revolve around serving clients as a financial advisor/planner. She is passionate about serving individuals and families as she has experienced, firsthand, the difference that financial advice (or lack thereof) can change the trajectory of someone’s life. Tina began her career with Portfolio Advisors in 2006 and received the Certified Financial Planner™ certification conferred by the Certified Financial Planner Board of Standards, Inc. in 2012. She became a managing partner in January 2014 and became sole owner in 2021. Her 17+ career in the financial services industry equips her with expertise and thoughtfulness that she applies to each and every client relationship.
Tina is extremely passionate about serving the community and is a current member of the Craig School of Business Associates Board and a lifetime member of the International Business Fraternity of Delta Sigma Pi. She also serves on the board for the Central California chapter of the Financial Planning Association and on the Finance Committee for Reading & Beyond. Tina is also a graduate of Leadership Fresno, Class 29. She and her husband, Adam, have two children, Keshan and Meera. She enjoys time with her family, traveling and playing tennis.
Education:
- Certified Financial Planner™ professional
- Series 65 license
- California State University, Fresno – Bachelor of Science in Business Administration – Finance
- California State University, Fresno – Bachelor of Science in Business Administration – Marketing Certificate
Fun Fact:
Tina knows how to tap dance as she took lessons as a kid!