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Smart Investor
A Registered Investment Adviser
5800 Stanford Ranch Road, Building 800
Rocklin, CA 95765
Phone: (916) 435-2100
Toll-Free: (800) 540-0624
Fax: (916) 435-2160
Smart Investor is an official member of the
Roseville Chamber in Roseville, CA.
Find more Roseville businesses, coupons, and other
investments at the Roseville Marketplace.
Smart Investor is a unique wealth management firm based in Rocklin, California. We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More
We listen, rather than talk. We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication. We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More
Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services. We define ‘what we do’ in terms of meeting our client’s needs. We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies. We are your key trusted advisor. More
