Financial Advisor
Institutional Consultant, UBS Institutional Consulting Program
Gino R. Stumpo, CFP®, CRPC® is a Financial Advisor, Managing Director – Wealth Management and Portfolio Manager at UBS. Priding himself on founding his career by providing highly personalized wealth management services, Gino has established a practice assisting high net worth individuals with retirement planning and portfolio management.
The enduring client relationships he has built for over 25 years are based on delivering comprehensive advice. As a Certified Financial Planner™ and Chartered Retirement Planning Counselor™, he has developed his practice by helping individuals create quantified retirement plans.
Gino has been featured in publications such as Forbes, Southbay, Modern Luxury, and Bay Window. Gino has also been named a Forbes Best-In-state Wealth Advisor for seven consecutive years for 2019, 2020, 2021, 2022, 2023, 2024, and 2025. Investing involves risks and there is always the potential of losing money when you invest. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html. For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services Inc., Member FINRA. Member SIPC.
Outside of the office, Gino sponsors various charity organizations, including Breakthrough T1D and the Ronald McDonald House Charities of Southern California. Gino and his wife, Ana Maria, reside in Newport Coast, California with their three children Lucca, Nicco, Gianna and beloved Goldendoodle, Bentley. As a family, they enjoy traveling, discovering new restaurants, hosting family gatherings, and hiking Crystal Cove State Park with friends.
California Insurance License #0D04709
Recognized as an industry leader:
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.
Credentials
Financial Advisor
Institutional Consultant, UBS Institutional Consulting Program
Gino R. Stumpo, CFP®, CRPC® is a Financial Advisor, Managing Director – Wealth Management and Portfolio Manager at UBS. Priding himself on founding his career by providing highly personalized wealth management services, Gino has established a practice assisting high net worth individuals with retirement planning and portfolio management.
The enduring client relationships he has built for over 25 years are based on delivering comprehensive advice. As a Certified Financial Planner™ and Chartered Retirement Planning Counselor™, he has developed his practice by helping individuals create quantified retirement plans.
Gino has been featured in publications such as Forbes, Southbay, Modern Luxury, and Bay Window. Gino has also been named a Forbes Best-In-state Wealth Advisor for seven consecutive years for 2019, 2020, 2021, 2022, 2023, 2024, and 2025. Investing involves risks and there is always the potential of losing money when you invest. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html. For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services Inc., Member FINRA. Member SIPC.
Outside of the office, Gino sponsors various charity organizations, including Breakthrough T1D and the Ronald McDonald House Charities of Southern California. Gino and his wife, Ana Maria, reside in Newport Coast, California with their three children Lucca, Nicco, Gianna and beloved Goldendoodle, Bentley. As a family, they enjoy traveling, discovering new restaurants, hosting family gatherings, and hiking Crystal Cove State Park with friends.
California Insurance License #0D04709
Recognized as an industry leader:
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.
Credentials
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 two daughters and relaxing with her husband and German Shepard.
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 two daughters and relaxing with her husband and German Shepard.
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 lab and a 20lb mix. She loves to travel, swim, free dive, and tackle home improvement projects in her spare time.
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 lab and a 20lb mix. She loves to travel, swim, free dive, and tackle home improvement projects in her spare time.
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.
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.
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