Marty is a Certified Financial Planner and Chartered Financial Consultant (CFP, ChFC) specializing in investment, retirement and estate planning. He has been helping individuals and institutions achieve their financial, investment and wealth management goals since 1984. He writes frequently at on matters related to the economy and the financial markets. He is the author of “Making Lemonade: A Bright View on Investing, on Financial Markets and on the Economy” and "Leaving Liberty?: Essays on Politics and Free Market Thinking" published by iUniverse, Inc. He is co-founder and managing member of Private Wealth Advisors.


Chris has been helping individuals and institutions achieve their financial goals since 1994. He holds a bachelor of science degree in business from California State University, Fresno and the Certified Financial Planner designation. In addition to providing wealth management and investment services to our individual clients, Chris provides investment related services to trustees and investment committees of a number of corporate retirement plans throughout California. He is co-founder and managing member of Private Wealth Advisors.


Nick has been with PWA since 2007. He holds a bachelor's degree in business along with the Certified Financial Planner designation. Nick, in managing the firm's technical infrastructure, ensures that all of our systems remain state of the art. We also leverage his education and unique technical expertise in our portfolio management process(es): He does preliminary rebalance/rotation work within client portfolios; essentially working with asset mixes and proposing strategies that would reach our target allocations while considering tax-efficiency and other factors pertinent to our process.

7447 N First St

STE 202

Fresno, CA 93720

Phone: 559-451-3463

Fax: 559-432-1938

This website is a publication of Private Wealth Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Private Wealth Advisors is registered as an investment adviser with the SEC, and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.