Gino R. Stumpo, CFP®, CRPC® is a Managing Director – Wealth management, and Portfolio Manager at UBS, and is one of a select few who has earned the designation of Wealth Advisor. 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 over the past 20 years are based on delivering comprehensive advice—what he calls “total wealth management.” As a Certified Financial Planner™ and Chartered Retirement Planning CounselorTM, 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 in publications such as Forbes, Bloomberg, Southbay, Modern Luxury, Golf Digest and Long Beach Business Journal. Most recently, Gino was named a 2019 Forbes Best-In-State Wealth Advisor in California. 

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 Orange County, California with their son, Lucca, and their 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
• Advanced IRA rollover studies, The Broyles-Leadem Institute

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Life insurance and variable annuity Licensed: CA (#0D04709)

Gino is currently accepting new clients. If you would like to get started, please contact the Stumpo Wealth Management team at (562)343-9229.

Registered States:
AZ, CA, CO, FL, GA, ID, MD, MN, MO, MT, NC, NM, NV, NY, OR, TX, VA, WA, WI

Hilary joined the Stumpo Wealth Management team in February 2019 as a Client Service Associate. She attended the University of Redlands where she earned a Bachelor of Arts degree in Psychology. She enjoys camping, hiking, and relaxing with a good book.

Registered States:
AZ, CA, CO, FL, GA, ID, MD, MN, MO, MT, NC, NM, NV, NY, OR, TX, VA, WA, WI

Alyssa joined the Stumpo Wealth Management team in April 2019 as a Registered Client Service Associate. She comes to UBS from NCH Tax & Wealth advisors where she worked as a Financial Planning Executive Assistant in the financial planning department. She attended Vanguard University and lives in East Side Costa Mesa with her Pembroke Welsh Corgi, Dexter. In her spare time, she enjoys going to the beach, yoga, and hiking with Dexter.

Registered States:
AZ, CA, CO, FL, GA, ID, MD, MN, MO, MT, NC, NM, NV, NY, OR, TX, VA, WA, WI