Steve Smailes, CF2

About Steve Smailes

Steven Smailes is President of Monarch Wealth & Retirement Strategies.  Over 25 years of professional sales and business management experience have helped Steve become extremely well rounded in the four domains of Financial Advice mastery – competency, empathy, management and service to help our clients.  Steve understands how to listen, create, plan and execute on our clients’ vision for their desired future.
Before Steve joined Monarch Wealth he had been a trusted advisor, executive and entrepreneur in a variety of industries, including technology, insurance, investment and lending.  Each of those roles has helped Steve develop a deep holistic view of finances. That deep view, along with the skills learned in those roles helps Steve ask clients the right questions as they look forward to successfully managing the integration of their personal and financial goals.
Steve currently holds a BFA™, Behavioral Finance Advisor certification as well as a Certified Financial Fiduciary®, as well as his Securities licenses Series 7, 66, and life and long term care insurance licenses in multiple states. 
His informal education includes being mentored by one of the co-founders of FedEx, several highly successful technology and retail entrepreneurs and one of the nation’s most successful financial services entrepreneurs.  Through these lessons, Steve has learned that financial advice is unique to you and based on your values and beliefs, and can be organized and multiplied for the betterment of family.
Steve has been married to his beautiful wife Carol for 24 years and has four wonderful children, ranging in ages from 16 to 23.  In his spare time Steve is an avid reader, works out regularly through SEALFIT and Spartan obstacle courses and enjoys spending time with family and friends.
Steve is a parishioner at St. Maximilian Kolbe in Westlake Village where he is actively involved in the High School Youth Group program, helping to prepare students for Confirmation.  He is also a member of the St. Paschal Baylon Men’s Club.              
 
 
 
Steven Smailes is the President at Monarch Wealth & Retirement Strategies. As an executive and trusted advisor for over 25 years Steve has raised capital, successfully managed several P&L’s for companies and led several projects that have created over $100M in direct investment or increases in revenue and valuation of those companies. Steve has learned the skills necessary to help clients ask the right questions as they look forward to successfully managing the integration of their personal and financial goals.
Steve’s education includes being a graduate of the Southern California Entrepreneurship Academy and the Santa Clara MyOwnBusiness initiative as well as being mentored by one of the founders of FedEx and one of the nation’s most successful financial services entrepreneurs. Steve currently holds a BFA™, Behavioral Finance Advisor certification, as well as his Securities licenses Series 7, 66, and life and long term care insurance licenses in multiple states.