Wisdom Pointe Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Wisdom Pointe Wealth Advisors
Team photo for Wisdom Pointe Wealth Advisors

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Advisors

Advisor photo for Stanley C. Leong

Stanley C. Leong

CFP®, BFA, ChFC®, RICP®, APMA®, CRPC, CPWA®

Private Wealth Advisor

Founder of Wisdom Pointe Wealth Advisors
Visit Stanley C. Leong's website
Advisor photo for Sarkis Anduze

Sarkis Anduze

CFP®, CRPC, APMA®

Financial Advisor

Co-Founder of Wisdom Pointe Wealth Advisors
Visit Sarkis Anduze's website


Team

Erica Flugrad-Haley

Erica Flugrad-Haley

Office Manager

Lokesh Kumar

Lokesh Kumar

Client Service Specialist