Your Wealth, Your Way

In the intricate world of financial planning, understanding the importance of a Certified Financial Planner™ (CFP) is vital. A CFP is a financial professional who has met rigorous education, experience and ethical requirements, ensuring comprehensive expertise in wealth management. 

Enter Gino Stumpo, a seasoned financial advisor with nearly 25 years of unwavering dedication to managing your financial legacy. What sets Gino apart is his commitment to personalized service. In a world increasingly dominated by digital interactions, he believes in the power of in-person meetings. He recognizes the value of human connection when discussing your financial aspirations and concerns. 

Gino’s approach is not just about numbers; it’s about understanding your life and dreams—forming the bedrock of a financial plan that aligns with your family’s financial needs. 

Your financial journey deserves a meticulous review, and Gino delivers the attention and care that his clients deserve from the outset. At Stumpo Wealth Management, clients’ financial well-being steers the direction of each tailored strategy.

Since crafting a financial strategy tailored to your unique situation is Gino’s top priority, he’ll provide a thorough assessment of your financial landscape. To ensure you’re partnered with the right professionals, let Stumpo Wealth Management optimize your wealth with precision and harmony. UBS offices are available for consultations. Your financial goals deserve a synchronized approach, and Stumpo Wealth Management is there to help make it happen.

Disclaimer: As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^® and Certified Financial PlannerTM in the U.S. ©UBS 2024. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. CJ-UBS-254080622 Exp.: 12/31/2024

Stumpo Wealth Management Group
UBS Financial Services, Inc.

3030 Old Ranch Pkwy., Suite 300, Seal Beach

2121 Rosecrans Ave. #1300, El Segundo

562-343-9229  |  advisors.ubs.com/stumpo