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Our financial advice team


Stacie Leake, Financial Advisor serving the Ontario, CA area - Ameriprise Advisors

Stacie Leake

MBA, APMA®

Financial Advisor

Senior Vice President of
Cornerstone Financial Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies

Interests

  • Family is everything to me. When my kids are around and my house is full of laughter and noise I am at my happiest
  • I love to bake, especially during the holidays. A week before Christmas I spend 5 days making platters for family and friends.
  • Most vacations are spent traveling with family all over the world - Venice was my favorite
  • Projects, Projects, Projects, my husband and I have renovated 2 houses - one as a rental and the other for our daughter while also helping my son with home projects at his house
  • There are no better dogs than a Bulldog - I have 2 bullies; Chica, and Tucker and a Pug; Bailey

Education

  • Bachelors in Independent Studies
  • Masters in Business Administration - Concentration in Finance

Professional associations

  • Business Network International

Previous experience

  • Investment Advisor at Financial Advocates Investment Management, 2013 - 2018
  • Investment Advisor at Global Private Capital, 2010 - 2018
  • Insurance Advisor at Prizm Financial Group, 2008 - 2018
  • Chief Operating Officer at Members Business Services, 1997 - 2006

Community participation

  • MarSell Consulting - The Believe Center
  • Grace Church of LaVerne
  • The Bible Project