Michael Leffler


Financial Advisor
Portfolio Advisors, Inc.
7571 N. Remington Ave.
Ste. 105
Fresno, CA 93711
United States
Phone: 559-432-8400 x4
Email: mike@portadvisors.com
Training: Comprehensive RLP® more info

Specialties
People going through a life transition such as retirement or kids going to college; financial planning, investment management.

About My Practice
Portfolio Advisors, Inc. was founded in 1990. It started on, and continues with, a passion for investing based on the Efficient Market Hypothesis.

About Michael Leffler
Grew up in Fresno, CA. Attended college at U.C. Davis (majoring in Environmental Policy Analysis & Planning). After returning to Fresno, joined the family business. Other interests include family, tennis, meditation and music.

Ideal Clients
An individual or family going through a life transition. Interested in putting their money into the context of their life and what they find important.

Qualifications
Certified Financial Plannerâ„¢

Compensation
Portfolio Advisors, Inc. is an independent, fee-only Registered Investment Advisor firm.

RLP ® Since
2010

Industry Start Date
1994