Financial Advisor
Gino R. Stumpo, CFP®, CRPC® is a Managing Director – Wealth Management, Portfolio Manager and Wealth Advisor at UBS. 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 for nearly 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. 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 publications such as Forbes, Bloomberg, Long Beach Business Journal, Southbay, Modern Luxury, Bay Window, and Golf Digest. Gino has also been named a Forbes Best-In-state Wealth Advisor for five consecutive years for 2019, 2020, 2021, 2022, 2023, and 2024.
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 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.
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
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.
Financial Advisor
Gino R. Stumpo, CFP®, CRPC® is a Managing Director – Wealth Management, Portfolio Manager and Wealth Advisor at UBS. 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 for nearly 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. 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 publications such as Forbes, Bloomberg, Long Beach Business Journal, Southbay, Modern Luxury, Bay Window, and Golf Digest. Gino has also been named a Forbes Best-In-state Wealth Advisor for five consecutive years for 2019, 2020, 2021, 2022, 2023, and 2024.
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 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.
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
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.
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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