Let's move forward. Together.

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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 
 

• 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.

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Mark Sikorski is a UBS Financial Advisor based out of the Manhattan Beach branch and has been with UBS for 28 years. His formal title is Senior Vice President – Wealth Management and Portfolio Manager. After serving as a police officer, he transitioned into a career in investing and started working at Oppenheimer in 1993. He later joined UBS in 1995.  

Mark takes his responsibility as a Financial Advisor seriously by helping his client’s assets grow. He works closely with each client to determine the most suitable investments, considering their experience and liquidity needs. Mark has been registered with FINRA since 1994 and holds the Series 7, 63 and 65 licenses. 

• Forbes Best-in-State Wealth Advisors, 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.

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.

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Lisette graduated from California State University Long Beach with a Bachelor of Science in Business Management and Operations Supply Chain Management. For the past decade, she has worked with UBS clients and their advisors servicing accounts with tailored financial solutions. Her role provides operational, administrative and client support. She is registered with a Series 66, Series 7, and holds her CA Insurance License. During her free time, Lisette enjoys spending quality time with her husband, their two children, and dog.

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.    

As the team's marketing associate, Julia is responsible for overseeing the planning, development and execution of the team's strategic marketing and advertising initiatives to drive new business. Julia graduated from California State University, Fullerton with a degree in Communications and an emphasis in public relations. After graduating, she worked as an account coordinator at a public relations and marketing agency before joining UBS. In her free time, Julia is a dance teacher in Orange County and enjoys spending time with friends and family.

William "Will" graduated from Pepperdine Graziadio Business School, where he pursued his Master's in Applied Finance. He previously worked in the insurance industry after graduating from the University of Colorado, Boulder. While pursuing his master's degree, he worked as an Equity Analyst at Quincy Cass Investment Management in Los Angeles. In his free time, Will enjoys outdoor activities including hiking, surfing, and running.