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UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List

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:

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).

© 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.

“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.


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