Allan Henriques

Meet Our Team

Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services to help you readily meet your fiduciary responsibilities so you can focus on what inspires and motivates you!

Allan Henriques

AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Kathleen McBride

AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Roger Levy

AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Allan Henriques

Industry Accolades:

quotes

Allan Henriques offers the highest level of fiduciary standards in our industry. His unique combination of legal and financial expertise gives him a keen understanding on how to best counsel nonprofits and foundations to protect their assets.

Blaine Aikin, Executive Chairman for CEFEX and Fi360

Allan has helped us easily integrate Best Fiduciary Practices throughout our investment portfolios and employee retirement plans. His expertise gave us the ability to reestablish and protect the best interest of our tribal members.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

100% of our Board of Directors and almost 100% of our staff team have the FEFE designation.  The training has been a game changer for our organization!  Our Board is much more engaged and focused, our team is consistent in applying fiduciary best practices, and our assets have increased by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend this program.

Vanessa Bechtel, President & CEO, Ventura County Community Foundation / VCCF Nonprofit Center

Allan Henriques

The Nonprofit Fiduciary

Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.

Blaine Aikin White Paper

FIDUCIARY CONDUCT AND YOUR REPUTATION What’s Trust Worth As An Investment Steward? Written by Blaine Aikin, Executive Chairman Fi360 and CEFEX AIFA®, CFA, CFP® EXECUTIVE SUMMARY Warren Buffett famously said: "We can afford to lose money, even lots of money. But we...

Allan Henriques

Get in Touch!

We would love to hear from you. Please fill out the form below, email, or call us with your questions.