Allan Henriques is the President and CEO of Smart Investor, an independent, fee-only Registered Investment Advisor in Rocklin, California. Smart Investor provides portfolio management and financial planning services to individuals, pension and profit-sharing retirement plans, charitable non-profit organizations, and corporations or other businesses in the greater Sacramento area, including Roseville and Stockton. Allan, a former attorney, is a Registered Financial Consultant, an Accredited Investment Fiduciary® and an Accredited Investment Fiduciary Analyst®. He draws on his legal and financial services experience to help clients meet their financial objectives and live a balanced life while reducing potential tax liabilities and protecting their estate values. Specifically, he assists with comprehensive financial planning, including estate planning, retirement planning, and charitable planning. He also consults with businesses and institutional clients on 401(k), 403(b), 457, and defined benefit plans.
Financial Adviser in Appleton, WI