Stan Sroka CFP® RICP® in

Stan Sroka CFP® RICP®

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Partner & Private Wealth Advisor at Next Phase Advisory Group
📍 Chicago, Illinois, United States

Stan Sroka is a Partner and Private Wealth Advisor at Next Phase Advisory Group. With a career in financial planning since 2011, he holds CFP® and RICP® certifications and specializes in comprehensive wealth management and retirement income strategies for families and individuals. He is a graduate of DePaul University.

Based in the northwest suburbs of Chicago, Stan is a family man who lives with his wife, son, and daughter. In his free time, he enjoys being with his family, playing golf, and continuing his passion for volleyball, a sport he has also coached at the high school level.

Unique fact: He previously served as the Head Coach for a high school girls volleyball program.

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Current Role
Partner & Private Wealth Advisor
Location
Chicago, Illinois, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Stan cares about

Wealth Management
His career is dedicated to providing wealth accumulation and comprehensive financial planning for hundreds of families, as seen in his role and professional summary.
Retirement Planning
He holds the Retirement Income Certified Professional (RICP®) designation and actively posts about topics like Social Security changes, indicating a focus on long-term financial security.
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Career

Work history

1-2025
Partner & Private Wealth Advisor
Next Phase Advisory Group
5-2010 - 9-2010
Broker's Assistant
Vista Capital Management
2010
Wealth Management Advisor | CFP® RICP®
Northwestern Mutual
2010 - 6-2014
Volleyball Coach
Josephinum Academy
7-2007 - 9-2009
Sales Associate
Rogan's Shoes
In the press

Media appearances

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Education
Bachelor of Science - BS
DePaul University
Education details unavailable
Saint Viator High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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Tom Rossi CLU®, CFP®
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