The advisors of Wisdom Pointe Wealth Advisors include Stanley Leong and Sarkis Anduze, with over 40 years of combined financial services industry experience. In addition we leverage the network of professionals at Ameriprise Financial and can consult with your other financial professionals such as tax and legal advisors, to make sure your finances are working together to pursue your goals.


Our advisors

Stanley Leong

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

Private Wealth Advisor

Founder of Wisdom Pointe Wealth Advisors
Learn more about Stanley Leong Visit Stanley Leong's website

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