Allan Henriques Email & Phone Number
Fiduciary Consultant @ FiduciaryPath
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Allan Henriques Location
- San Jose, CA, US
Allan Henriques Work
- Fiduciary Consultant @ (December 2020 - Present)
- Board Member @ (October 2022 - Present)
- Founding Member, Board Certified Fiduciary™, and Foundations and Endowments Specialty Leader @ (December 2020 - Present)
- Founder @ Allan Henriques Fiduciary Consultant (October 2018 - December 2022)
- Chairman Of The Board @ Smart Investor (January 2017 - December 2020)
- Founder, President and Chief Executive Officer @ Smart Investor (June 2001 - December 2016)
- Attorney At Law @ Allan Henriques Legal and Financial Services (September 1983 - June 2001)
Allan Henriques Education
- McGeorge School of Law, University of the Pacific
Juris Doctorate (Law)
1970-1974 - University of California, Davis
Bachelor of Arts (Political Science)
1968-1970 - Lassen Community College
Associate of Arts - AA
1966-1968
Allan Henriques Skills
- Strategic Financial Planning
- Securities
- Retirement
- Wealth Management Services
- Financial Services
- Investments
- Wealth
- Retirement Planning
- Asset Managment
- Pensions
- Management
- Tax
- Business Planning
- Wealth Management
- Life Insurance
- Financial Analysis
- Due Diligence
- Fixed Annuities
- Entrepreneurship
- Asset Management
- Equities
- Insurance
- Finance
- Financial Advisory
- 401k
- Investment Strategies
- Investment Advisory
- Mutual Funds
- Risk Management
- Investment Management
- Public Speaking
- Business Development
- Program Management
- Project Management
- Financial Planning
- Estate Planning
- Alternative Investments
- 401 Retirement Savings Plans
- Hedge Funds
- Asset Allocation
- Long Term Care
- Series 63
- Fiduciary
- ERISA
- IRAs
- Qualified Retirement Plans
- Retirement Plan Consulting
Allan Henriques Summary
- Allan Henriques, based in San Jose, CA, US, is currently a Fiduciary Consultant at FiduciaryPath. Allan Henriques brings experience from previous roles at The Center for Board Certified Fiduciaries (CBCF), Allan Henriques Fiduciary Consultant and Smart Investor. Allan Henriques holds a 1970 - 1974 Juris Doctorate in Law @ McGeorge School of Law, University of the Pacific. With a robust skill set that includes Strategic Financial Planning, Securities, Retirement, Wealth Management Services, Financial Services and more. Allan Henriques has 2 emails and 1 mobile phone numbers on RocketReach.
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