Portfolio Advisors, Inc.
7571 N. Remington Ave.
Fresno, CA 93711
Phone: 559-432-8400 x4
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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.
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.
Certified Financial Plannerâ„¢
Portfolio Advisors, Inc. is an independent, fee-only Registered Investment Advisor firm.
RLP ® Since
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