Let's move forward. Together.

Team 2023

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a committed team and Gino Stumpo, a Certified Financial Planner with decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gino 2022

    Gino Stumpo, CFP®, CRPC®

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY

    Gino R. Stumpo, CFP®, CRPC® is a Managing Director – Wealth management, and Portfolio Manager at UBS, and is one of a select few who has earned the designation of Wealth Advisor. Priding himself on having founded his career on providing highly personalized wealth management services, Gino has established a reputable practice assisting high net worth individuals with retirement planning and portfolio management.

    The enduring client relationships he has built over the past 20 years are based on delivering comprehensive advice. As a Certified Financial Planner™ and Chartered Retirement Planning CounselorTM, he has developed his practice by helping individuals create quantified retirement plans. A proponent of increasing one’s “financial IQ,” he frequently conducts informational workshops for employees of Fortune 500 corporations.

    Gino has been featured in the media, including in publications such as Forbes, Bloomberg, Southbay, Modern Luxury, Golf Digest and Long Beach Business Journal. Most recently, Gino was named a 2019 – 2024 Forbes Best-In-State Wealth Advisor in California. 

    Outside of the office, Gino is a sponsor of various charity organizations including the Juvenile Diabetes Research Foundation. Gino and his wife, Ana Maria, reside in Orange County, California with their 3 children and beloved Goldendoodle, Bentley. As a family, they enjoy traveling, discovering new restaurants, hosting family gatherings, and hiking Crystal Cove State Park with friends.

    Education

     Bachelor of Science, finance with a concentration in investments – California State   University, Long Beach, 1999
     Certified Financial Planner™ (CFP®), Kaplan University, 2006
     Chartered Retirement Planning CounselorSM (CRPC®), College for Financial Planning,   2012
     Certificate in Financial Management for the Family Office, Pepperdine/Graziadio Business   School, 2019
     Advanced IRA rollover studies, The Broyles-Leadem Institute
     

     

     

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        3030 Old Ranch Parkway
        Suite 300
        Seal Beach, CA 90740
        gino.stumpo@ubs.com
        Gino Stumpo, CFP®, CRPC®
        3030 Old Ranch Parkway,Seal Beach,CA,90740
      • Courtney 2022

        Courtney Fresenius Gerdin

        Client Associate

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          Courtney graduated from California State University Dominguez Hills where she played volleyball and earned a Bachelor of Science degree in Health Sciences.  

          Courtney comes to UBS from Public Agency Retirement Services where she worked as a Plan Support Specialist.  In her spare time, Courtney enjoys playing with her two daughters and relaxing with her husband and German Shepard.    

                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740
                courtney.fresenius@ubs.com
                Courtney Fresenius Gerdin
                3030 Old Ranch Parkway,Seal Beach,CA,90740
              • Ashlee Buettner Headshot

                Ashlee Buettner

                Client Associate

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                  Ashlee graduated in 2018 from California State University Long Beach with a degree in Business Administration & Management. After graduating she was hired on as Business Services Lead to a small company where she worked four and a half years, before joining UBS Financial.

                  Outside of work, she enjoys spending time with her husband and their two dogs, a lab and a 20lb mix. She loves to travel, swim, free dive, and tackle home improvement projects in her spare time.

                        3030 Old Ranch Parkway
                        Suite 300
                        Seal Beach, CA 90740
                        ashlee.buettner@ubs.com
                        Ashlee Buettner
                        3030 Old Ranch Parkway,Seal Beach,CA,90740

                      Connecting you to the deep resources of UBS

                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                      Who we work with

                      Who we work with

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                      A national footprint. Local values.

                      A national footprint. Local values.

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

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                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

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                      UBS is a leading and truly global wealth manager

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