Stanley Leong

CFP®, ChFC®, RICP®, APMA®, BFA

Private Wealth Advisor
Founder of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

About Me

About Me

As a former engineer during the tech bubble, I have a unique perspective of the financial needs of technology professionals. After being laid off in 2002, I soon recognized some of the key challenges facing engineers in high-tech. Seeing a need for them to be able to access specifically tailored support, I entered into a career in financial planning with American Express Financial Advisors. In 2006 I founded Wisdom Pointe Wealth Advisors as a way to serve the financial needs of successful professionals.

On the personal side, I live in Roseville, CA with my wife (Yvonne), two daughters (Kyra and Sophy), two dogs (Burpy and Winny) and two cats (Kimi and Omo). My hobbies are all over the place, though my current passion is Brazilian Jiu Jitsu (blue belt). And food. I love food.

See My Profile for more information about me.

About Me

Who Benefits the Most

I focus on working with engineers at high-tech firms ($500k minimum investment level).

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)