About Us

Smart Investor is a unique wealth management firm based in Rocklin, California. We are an independent, fee-based Registered Investment Advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants.

To learn more about our firm and how we work, visit www.smart-investor.cc.

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Smart Investor has been certified by CEFEX (the Centre for Fiduciary Excellence), an independent organization that certifies firms that conform to the industry’s best fiduciary practices.