Stanley Leong

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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    2020 Ameriprise Client Experience Award winner. View our Ameriprise client letter from our CEO.

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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

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)