Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Brigham Young University, Provo UT- B.S. in Business Management

Awards & recognition

  • FuturePoint Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Ameriprise Circle of Success, 2019-2022
  • Five Star Wealth Manager, 2019-2022
  • FuturePoint Wealth Advisors, Ameriprise Client Experience Award, 2020-2022

Professional associations

  • Financial Planning Association

Previous experience

  • Merrill Lynch- Wealth Management Advisor, 1998 - 2017

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including FuturePoint Wealth Advisors on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

Board Member- Past President- Freedoms Foundations at Valley Forge (Sacramento Chapter)

Interests

Stan resides with his wife Karen in Granite Bay, California. They are the proud parents of two married children and have the best grandson and granddaughter ever. When not at work, Stan spends his time tending to the vegetable gardens and fruit trees in his backyard and trying to make things look more beautiful. He and Karen like to explore amazing places, like Lake Tahoe, the CA Coast, State and National parks. He has served as the board chair of Easter Seals Superior and board president of the Sacramento Chapter of the Freedoms Foundation at Valley Forge. He is active in his Church and gets great enjoyment from serving in the community.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.