Our advisors

Advisor photo for Stanley Leong

Stanley Leong

CFP®, BFA, ChFC®, RICP®, APMA, CRPC

Private Wealth Advisor

Founder of Wisdom Pointe Wealth Advisors
Learn more about Stanley Leong Visit Stanley Leong's website
Advisor photo for Sarkis Anduze

Sarkis Anduze

CFP®, CRPC, APMA

Financial Advisor

Co-Founder of Wisdom Pointe Wealth Advisors
Learn more about Sarkis Anduze Visit Sarkis Anduze's website


Our team

Erica Flugrad-Haley

Erica Flugrad-Haley

Office Manager

Qualifications

  • B.A. in Criminology and Criminal Justice, California State University, Sonoma
  • A.A. in Behavioral Sciences, Legal office Administration, and Administration of Justice
  • Notary Public
  • With Ameriprise Financial Since 2013

Roles & Responsibilities

  • In charge of office administration and the first contact
  • Core values: religion, family, health, education, service
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Lokesh Kumar

Lokesh Kumar

Client Service Specialist