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

Stumpo Wealth Management Group






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.

  • #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
  • 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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