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Stas Politis, CPFA® 

Stas Politis, CPFA® 

Investment Representative

As a financial advisor for over 18 years and a Certified Plan Fiduciary Advisor (CPFA®) Stas is a unique and specialized member of the Upward Wealth team. Specializing in employer-sponsored retirement plans, such as 401(k)s and 403(b)s, he is committed to bringing value, experience, and insight to every client.

Stas is your go-to Advisor for all things retirement planning. He is passionate about helping small business owners navigate the complexities of corporate retirement plans and ensuring fiduciary compliance. Stas does not just stop at advising businesses; he actively engages with employees, guiding them through their retirement journeys. His knack for identifying retirement gaps and crafting holistic solutions makes him an invaluable asset to both businesses and individuals.

With a background in risk management and insurance, Stas has helped countless clients secure their financial futures with life, disability, and long-term care insurance solutions. His expertise extends to retirement and legacy planning, investment strategies, tax efficiency, and wealth growth.

Beyond his professional achievements, Stas is a family man at heart. He resides in Wellington with his wife Paula and their two adult children, Andrea and Laki. When he is not in the office, you will find Stas enjoying quality time with his family, mentoring his grandson Nikolas, fishing, exploring new destinations, and soaking up the Florida sunshine.

Stas has a mission to create harmonious retirement outcomes, so that everyone can transition smoothly into their golden years with confidence and peace of mind.

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