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Stanley Leong, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stanley Leong

CFP®, BFA, ChFC®, RICP®, APMA, CRPC, CPWA®

Private Wealth Advisor

Founder of
Wisdom Pointe Wealth Advisors

An Ameriprise Private Wealth Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 30 reviews
See disclosures

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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CPWA® Certified Private Wealth Advisor®
  • MMI/Morningstar Sustainable Investing Certification

Education

  • Master of Engineering - Electrical Engineering, Cornell University, Ithaca, NY
  • Bachelor of Science - Electrical Engineering, Cornell University, Ithaca, NY

Awards & recognition

  • Five Star Wealth Manager, 2012-2025
  • Ameriprise Circle of Success, 2012, 2014, 2017, 2022, 2023,2024
  • Wisdom Pointe Wealth Advisors, Ameriprise Client Experience Award, 2020-2024
  • Ameriprise Ultimate Digital Excellence Award, 2022-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Judge and guest speaker for InvestWrite (SIFMA Foundation for Investor Education), 2010-2023
  • Volunteer for Placer Food Bank, 2014-2023

Interests

  • Married, with two daughters, two dogs, one cat
  • Brazilian Jiu-jitsu (purple belt)
  • 2014 USTA National Tennis Championships Finalist (Mens 2.5)
  • Former BCA Recognized Pool Instructor
  • Taekwondo (2nd degree black belt)
  • Also enjoys chess, volleyball, piano, guitar, speedcubing.

Honored to receive recognition

I’m honored to announce I’ve received a 2025 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.