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Chris Ford has been a valued member of the Smart Investor team since the firm's inception. She currently serves as the company's Office Manager, Company Accounting Supervisor and Charitable Trust Administrator.

Chris began her career in the financial services industry in 1990 when she started working with Allan Henriques as his assistant and paralegal.  This relationship spanned over the next twenty years in various capacities. Earlier this year, Allan and Chris celebrated 20 years working together. Chris' goal is to assist Smart Investor clients in any way she can to help them achieve the financial security they are seeking.

Prior to commencing her working relationship with Allan, Chris spent 17 years working as a Paralegal/Legal Secretary to various estate planning attorneys assisting with the preparation of estate planning documents - experience which serves her well as Smart Investor's Charitable Trust Administrator.  In this role, Chris provides the firm's clientele with exceptional service co-coordinating beneficiary payouts and tax return preparation.

In addition, she previously served as a portfolio administrator for a variety of investment management firms where she prepared financial plans consisting of estate, retirement, education, long-term care, and life insurance needs analysis.

As Smart Investor’s Office Manager and Accounting Supervisor, Chris also brings a wealth of expertise to the firm from her training and past experience in the overall management of offices as well as the bookkeeping and accounting function. Accounting being an area of particular interest to Chris, she pursued and recently achieved her Associates of Science degree in Accounting.

Chris currently resides in Grass Valley where she enjoys gardening, quilting, reading and hanging out with her 4-legged "kids". Chris has a strong passion for animals and their welfare, and demonstrated her commitment to animals by serving as a board member and Treasurer for AnimalSave of Grass Valley for seven years.  As a former board member of AnimalSave, she sought to provide care and compassion for those animals in need in the community and to promote public awareness and education on the plights of abused and abandoned animals and the solutions that might be available.  Chris continues to support various animal causes in any way she can.

 

Who We Are

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

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

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

Why We Are Unique

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