Advanced Specialists

 

   Stanley R. Smiley, Esq., J.D.
  Estate and Tax Planning Team

 

As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group.

Using 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.

He is also a member of the Real Property, Probate and Trusts Section and the Taxation Section of the American Bar Association, serves on its committee of Tax Standards and Exempt Organizations 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 on the CFP Board’s Business Model Council.

Stan earned a bachelor’s degree from the State University of New York at Buffalo, and was a Dean’s List honoree and law review associate editor while earning a law degree from St. John’s University School of Law in New York. He is licensed to practice law in New York and California, maintains an insurance license and holds Series 7, 24 and 63 securities registrations.

 

 

   Juliet A. Hendrickson, Esq. J.D. 
  Estate and Tax Planning Team

As an Advanced Planning Group senior attorney, Julie is responsible for providing specialized advice and support for financial professionals on a myriad of tax issues in the areas of wealth transfer, retirement, charitable, and tax-planning strategies for high-net-worth clients. She is a frequent participant in specialized educational and training programs for financial professionals.

Julie earned her bachelor’s degree from the University of California, Los Angeles (UCLA), and her law degree from the Catholic University of America Columbus School of Law in Washington, D.C. In addition, she holds a California Life, Accident, and Health Insurance Agent license, as well as Series 6, 7 and 63 securities registrations. Julie currently serves on the CFP Board’s Business Model Council. She is licensed to practice law in the state of California.