Stanley R. Smiley, Esq.
Estate and Tax Planning Expert
Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 30 years of legal and estate business planning experience, he provides consultative services for Mont Wealthsm and their clients.
Utilizing more than 30 years of legal and estate business planning experience, Stan and his team provide consultative services for select financial professionals, who are focused on tax planning for highly compensated individuals, and estate planning and wealth preservation strategies for high-net-worth clients and family wealth transfers.
A former partner of a Los Angeles-based law firm, Stan served as counsel for small and multibillion qualified pension and welfare benefit plans, private trusts and foundations. He also held positions within the Office of Chief Counsel of the Internal Revenue Service in New Jersey and California. He was a part-time instructor of business law at the University of Maryland and an adjunct professor for Golden Gate. He also had the opportunity to serve as a judge advocate in the U.S. Air Force and has been a featured lecturer and commentator for various legal subjects on the Armed Forces Radio Network. Stan has been a platform speaker at several events in his areas of focus.
He is a member of the Real Property, Probate and Trusts Section and the Taxation Section of the American Bar Association and serves on its committee of Tax Standards and Exempt Organizations. He is licensed to practice law in New York and California and is admitted to the United States Tax Court. He also maintains memberships in the Los Angeles and San Francisco Bar Associations. He currently serves as Model Council.
Stan earned a law degree from St. John’s University School of Law in New York. He maintains an insurance license and holds Series 7, 24 and 63 securities registrations.