FuturePoint Wealth Advisors

Future Point Wealth Advisors focus on building lasting relationships with individuals who have strong values and want to work with a team that can give them more confidence in their financial lives.

We are dedicated to building both personal and professional relationships with our clients. We understand that clients want to work with a team of financial advisors who are not only knowledgeable, confident, and optimistic, but who genuinely care about clients and their goals.

Future Point Wealth Advisors’ mission is to help improve the lives of our clients and community by providing financial advice with integrity and a commitment to outstanding service.

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FuturePoint Wealth Advisors: An Ameriprise advisory practice serving the Roseville, CA area.
FuturePoint Wealth Advisors: An Ameriprise advisory practice serving the Roseville, CA area.

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Advisors

David Pratt, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

David Pratt

Private Wealth Advisor

Managing Director
Visit David Pratt's website
Stan Leavitt, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stan Leavitt

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Stan Leavitt's website
Steve Harris, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Steve Harris

CFP®, APMA

Private Wealth Advisor

Vice President
Visit Steve Harris's website

Team

Samantha Barrett

Samantha Barrett

Client Service Associate

Qualifications

  • Samantha has been in the Financial industry for 4 years and joined FuturePoint Wealth Advisors in December of 2019
  • FINRA Series 7 – General Securities Representative
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Jordana Lokken

Jordana Lokken

Registered Client Service Associate

Qualifications

  • Jordana has been in the financial industry for 19 years and joined FuturePoint Wealth Advisors in June of 2021
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniformed Agent State Law Examination
  • FINRA Series 65 – Uniformed Investment Advisor Law Examination
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Colin Simpson

Colin Simpson

Lead Registered Client Service Associate

Qualifications

  • Colin has been in the Financial industry for 10 years and joined FuturePoint Wealth Advisors in September of 2021
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniformed Agent State Law Examination
  • FINRA Series 65 – Uniformed Investment Advisor Law Examination
  • CA Life and Annuity license 0J16340
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