UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List
09 June 2022 - 11:00PM
Business Wire
UBS Wealth Management USA announced today that Gino R. Stumpo,
CFP®, CRPC®, a Financial Advisor and Managing Director in the
firm’s Orange County Market, has been named to the Forbes/SHOOK
Research Best-In-State Wealth Advisors list for 2022. Gino was
ranked #9 in the High Net Worth category for Southern California
and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors
list for four consecutive years.
“We are extremely proud that Gino has been recognized and
included in this prestigious list,” said Jim Kottoor, Greater Los
Angeles Market Head at UBS Wealth Management USA. “Gino is known
for going above and beyond to prioritize his clients’ needs with
highly personalized wealth management services, and it’s gratifying
to see him acknowledged for his commitment to the well-being of his
clients."
Gino leads the Stumpo Wealth Management Group at UBS, where he
leverages his multi-decade experience to assist high-net-worth
individuals with retirement planning, portfolio management, and
complex financial planning needs. He also uses his knowledge to
help families navigate complex multigenerational wealth dynamics
and legacy planning.
Gino is a Certified Financial Planner™ and Chartered Retirement
Planning CounselorSM. He earned a Bachelor of Science in Finance
from California State University Long Beach, and holds the Series 7
and 66 securities licenses, as well as life and variable annuity
licenses.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors
list is comprised of over 6,500 advisors across the country,
managing more than $10 trillion in client assets. Each advisor is
chosen based on an algorithm of qualitative and quantitative
measures including phone and in-person interviews, compliance
records, and revenue generated for their firms.
For the full list and further information, please visit:
www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2022. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220609005345/en/
Financial Profiles Pat Burek pburek@finprofiles.com
UBS (NYSE:UBS)
Historical Stock Chart
From Apr 2024 to May 2024
UBS (NYSE:UBS)
Historical Stock Chart
From May 2023 to May 2024