PORTFOLIO ADVISORS - Key Persons
Job Titles:
- Paraplanner & Client Services Associate
Aaron brings a unique blend of experience from the hospitality industry, now transitioning into the world of financial planning. With over ten years of customer service experience, Aaron is adept at effective communication and top-notch client satisfaction. Currently fulfilling the role of Client Services/Paraplanner, Aaron is concurrently pursuing his aspiration to become a financial advisor by investing his time in the CERTIFIED FINANCIAL PLANNER™ certification program. Aaron is excited to be on this career track and is looking forward to growing with Portfolio Advisors, Inc.
In his free time, Aaron likes watching movies and sports, and practices creative and artistic hobbies such as drawing and playing guitar. Additionally, he is involved with Fresno State's Filipino Club where he teaches cultural dancing and offers guidance and support to student members.
Education
California State University, Sacramento - B.A. in Communication and Media Studies
Job Titles:
- Marketing Director
- Operations Associate
Andrew Boungnavong started his young professional career as a server straight out of college, working full time. It helped him understand that he loves interacting and having conversations with people. In 2020 amidst the pandemic, he was forced to transition out faster than he originally planned. He then started working at Hikvision, a security camera company as the outside sales representative for the Central Valley. He then decided that he was going to prioritize transitioning into his marketing career. Andrew began as a social media analyst at Central California Truck & Trailer Sales for two years before working as a marketing manager for a local real estate company. Now he is proud to be the Marketing Director & Operations Associate for Portfolio Advisors Inc., working diligently on the company's brand and client experience that the Central Valley can be proud of!
Andrew was born and raised in Fresno and is a proud Fresno State alumnus. On the days when he is out of the office, he enjoys spending time with his friends. He enjoys watching sports, barbequing, or even playing sports including basketball. Some of his other interests include football, gaming, cooking, working out, and shopping. He is also a huge Chargers, Dodgers, and anime fan!
Education:
California State University, Fresno: Bachelor of Science in Business Administration - Marketing
Job Titles:
- Paraplanner & Operations Associate
When Jared graduated from college, he wore many hats in his career journey. He served as a substitute teacher, helping to inspire and educate young minds, while also working as a swim instructor during the summer months. After a few years of working in education and swimming pools, he finally found himself at Portfolio Advisors. Now he holds the position of Client Services Associate / Portfolio Administrator.
Jared, a California native with roots in Lemoore, spent his childhood as a Navy kid, embracing the values of discipline and adaptability from a young age. He proudly earned a degree from Fresno State, where he not only excelled academically but also on the baseball field as a student athlete. Now, his educational journey continues at Fresno State as he pursues a Master in Business Administration, combining his passion for learning with a drive for success in the business world. When he steps away from the office and the classroom, you can find him on the golf course, embracing the challenges golf has to offer.
Education:
California State University, Fresno - Bachelor of Science in Business Administration - Finance
California State University, Fresno - Master in Business Administration - In Progress
Jessica Woods - Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Client Services Manager
With over 15 years of dedicated service at Portfolio Advisors, Jessica Woods combines her expertise with a passion for life's adventures. She brings a wealth of experience and a passion for delivering exceptional client service as a Client Services Manager. A graduate of California State University, Fresno, she earned her degree in Business Administration with a Finance emphasis in 2008 before embarking on her career journey.
Beyond her professional role, Jessica is an avid traveler who craves the thrill of exploration. Her love for discovering new places and cultures fuels her adventurous spirit. Jessica also finds joy in immersing herself in the enchanting world of Disney, whether through classic movies, iconic music, or memorable visits to the theme parks.
Education:
California State University, Fresno: Bachelor of Science in Business Administration - Finance
Job Titles:
- Paraplanner & Client Services Associate
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.