Life, on your terms Financial planning for the retirement you want

Stumpo Wealth Management Group


phone

562-343-9229
800-343-6084



phone

855-533-1015





address

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.

Highlights
  • #10 in California Forbes Best-in-State Wealth Advisors list in 2019
  • 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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