Allan Henriques

President, Chief Executive Officer & Chief Compliance Officer

Allan Henriques established Smart Investor in June of 2001 and currently serves as President, Chief Executive Officer and Chief Compliance 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, and creating and maintaining client relationships.

Allan is a former attorney, a Registered Financial Consultant (RFC) and Accredited Investment Fiduciary Analyst®.  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 is actively involved in the community and currently serves on the Board of Directors for the Boys & Girls Club of Placer County 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 and fourteen grandchildren.

Education

  • B.A. Political Science, University of California Davis
  • J.D. McGeorge School of Law, University of the Pacific

Professional Designations & Licenses

  • Registered Financial Consultant
  • Accredited Investment Fiduciary Analyst®
  • Accredited Estate Planner
  • Certified Investment Specialist
  • Investment Advisor Representative
  • California Life and Health Insurance License (License No. 0643743)

View Allan Henriques’s profile