Life, on your terms Financial planning for the retirement you want
Stumpo Wealth Management Group
562-343-9229
800-343-6084
855-533-1015
UBS Financial Services Inc.
3030 Old Ranch Pkwy
Suite 300
Seal Beach, CA 90740
Preparing for retirement can be challenging, but with the right advisor backed by a reputation for integrity and stability, the road ahead can be a lot less daunting. With nearly 20 years as a trusted UBS Financial Advisor, the enduring relationships I have built with my clients are based on providing comprehensive advice—what I call “total wealth management.” As a Certified Financial Planner in Seal Beach, CA, I specialize in helping corporate executives with retirement planning. I analyze all areas of financial life to create a quantified retirement plan, which evaluates various “what-if” scenarios.
My team, the Stumpo Wealth Management Group, caters to you individually in a much tailored manner with the utmost reverence for impeccable client service. I stay actively engaged with a hands-on approach, which enables me to anticipate your needs. Furthermore, I limit the size of my practice with an account minimum for new clients in order to ensure exceptional service is delivered. Together, we can address your investment goals to build a more confident future.
- 2020 Forbes/Shook Best-In-State Wealth Advisor for the state of California
- Featured in Southbay Magazine May/June 2019 Issue
- Featured in Bloomberg Businessweek May 2017
- Featured in Forbes magazine July 2017
- Featured in Southbay Magazine – Trusted Advisors 2017
- Featured in Modern Luxury Magazine 2017
- Featured in Oprah Magazine June 2019
Raised by a former Boeing engineer, Gino has naturally chosen to work with the industry he understands so well. He offers aerospace employees:
- Familiarity with company-specific pension plans
- A proactive investment style
- An analytic, methodical approach
- Retirement income planning expertise
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning CounselorSM Professional
“I believe a financial 'concierge' understands managing wealth goes beyond numbers and investments.”
— Gino Stumpo CFP®, CRPC®
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