Allan Henriques
- Role
- Fiduciary Consultant at Fiduciarypath
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Allan Henriques
Fiduciary Best Practices are crucial for nonprofits, foundations and endowments to…
Experience
Fiduciary Consultant
Dec 2020 — Present · San Jose, CA, US
Allan Henriques, ESQ is an Accredited Investment Fiduciary Analyst (AIFA®). He is now a fiduciary consultant with FiduciaryPath, LLC and works with trustees, board members, and leaders of nonprofits, apprenticeship trusts, tribal nations, governments, retirement plans, and registered investment advisory firms to train, assess, improve, and certify their prudent investment practices. FiduciaryPath’s renowned team of fiduciary experts provide Fiduciary Essentials® Training, Fiduciary Gap Analyses, Fiduciary Consulting, Service Provider Search and Monitoring, and CEFEX certification audits. He helps investment stewards better understand their financial responsibilities, how to minimize risk and how to ensure proper due diligence is taken in the organization.
Education
Lassen Community College
Associate of Arts - AA
1966 — 1968
University of California, Davis
Bachelor of Arts
1968 — 1970
McGeorge School of Law, University of the Pacific
Juris Doctorate
1970 — 1974
Skills
- Business Planning
- Financial Services
- Pensions
- Mutual Funds
- Securities
- Risk Management
- Financial Advisory
- Life Insurance
- Finance
- 401k
- Tax
- Wealth Management Services
- Insurance
- Fixed Annuities
- Due Diligence
- Entrepreneurship
- Management
- Financial Analysis
- Investment Management
- Equities
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investment Advisory
- Investments
- Wealth
- Asset Management
- Asset Managment
- Retirement Planning
- Investment Strategies
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