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Team 2022

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • LA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • TX
    • VA
    • WA
    • WI
    • 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 – 2022 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, 2022The 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
      • 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 beach volleyball, spending time with her family and traveling.    

                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740

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