Company's 401(k) Plan.
01 October 2010
Allan Henriques established Smart Investor in June of 2001 and currently serves as President and Chief Executive Officer for the firm. In this role, Allan is responsible for the implementation of the firm’s business plan, the management and oversight of company operations, creating and maintaining valued client relationships. Smart Investor was established to specifically bring the benefits and cost efficiencies of institutional investment management to individual and small business clients.
Allan is a former attorney, a Registered Financial Consultant (RFC), as well as an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA). Additionally, he holds designations as an Accredited Estate Planner and Certified Investment Planner. He works with individual and institutional clients throughout the United States. For over 25 years, Allan has drawn on his legal and financial services experience to help clients meet their financial objectives while legally reducing potential tax liabilities and protecting their estate values. His professional mission is to assist his clients achieve financial security and live a financially balanced life.
Allan graduated from the University of California, Davis, where he earned his Bachelors Degree in Political Science in 1970. During his time at UCD, he held internships with the State of California, including working with the Assembly Health and Welfare Committee. After graduation, he continued working for the State of California while attending law school. In 1974, he obtained his Juris Doctorate degree at the University of the Pacific, McGeorge School of Law.
Allan is actively involved in the community and currently serves on the Board of Directors for the Auburn Boys & Girls Club and the Sutter Roseville Medical Center Foundation. Allan and his wife, Linda, live in Auburn, CA. In their free time, the couple enjoys traveling and spending time with their five adult children, fourteen grandchildren and two great-grandchildren.
Most recently, Allan has been responsible for enhancing and creating certain “hard-hat warning areas” as he has reignited his desire to become a “respectable” golfer.