Allan Henriques

Allan Henriques is the President and Chief Executive Officer for Smart Investor, an independent, fee-only Registered Investment Advisor based in Rocklin, California.

Financial Adviser at Smart Investor in Rocklin, CA


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.

5800 Stanford Ranch Road Building 800 in Rocklin, CA 95765
None specified


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Asked by Erin
Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
Bonds work a bit differently than Stocks. As a Bond owner you will receive periodic interest payments that are generally fixed and the principal amount at maturity. Th...