Steve Smailes BFA™, Certified Financial Fiduciary®

Steve Smailes
 BFA™, Certified Financial Fiduciary® 

President/Wealth Manager

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.

Steve helps his clients change their family tree by providing financial advice that is unique to you and based on your values and beliefs.  Steve believes money 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.