Portfolio Advisors, Inc. is proud to announce that Tina
Mistry has completed her financial planning training and has passed the CFP®
Certification Exam. She has obtained her Certified
Financial PlannerTM certification, demonstrating that she has
met the standards required by the CFP® Board.
As a result,
Tina’s role with the firm will be expanded from that of Support Advisor to
Financial Advisor. In her new capacity,
Tina will have more direct client involvement and will also assist clients directly
in the financial planning process.
Tina graduated
from California State University, Fresno in May, 2007 where she received a B.S.
in Business with an emphasis on finance.
She began her career with Portfolio Advisors in April, 2006, serving as
an administrative assistant and then became a support advisor in January, 2009.
We hope that you
join us in congratulating Tina and wishing her much success in her new
role.
