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Stanley Leong

CFP®, BFA, ChFC®, RICP®, APMA, CRPC

Private Wealth Advisor
Founder of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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    2023 Ameriprise Client Experience Award recipient

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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 (purple belt).

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Who I Work With

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