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Gino Stumpo, CFP®, CRPC®

Financial Advisor

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.


 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



Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • MD
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

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Courtney Fresenius Gerdin

Client Associate

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 daughter and relaxing with her husband and German Shepard.    

3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

Ashlee Buettner

Client Associate

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 mastiff 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

Email Me