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Who We Are

Our clients have unique objectives and want the understanding and guidance of people who care. Our team takes this responsibility seriously and we know that we can best help our clients through the perspective we have.

That perspective comes from teamwork and the sharing of ideas that comes from that. We would like you to meet our team and the partners we depend on to help you. Click here to meet the team.

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.

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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

Who We Are

Smart Investor is a unique wealth management firm based in Roseville, California.  We are an independent, fee-based registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-based 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