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Stumpo Wealth Management Group - UBS Financial Services Inc.

+1 (562) 343-9216
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3030 Old Ranch Pkwy Ste 300
Seal Beach, CA 90740
+1 (562) 343-9216
https://advisors.ubs.com

Stumpo Wealth Management Group at UBS Financial Services Inc. in Seal Beach, CA offers comprehensive financial planning and investment management services to individuals and businesses.

With a focus on long-term financial goals and risk management, the team at Stumpo Wealth Management Group provides personalized strategies to help clients navigate the complexities of the financial markets.

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Joshua Axel CFP - UBS Financial Services Inc.

Joshua Axel CFP - UBS Financial Services Inc.

Joshua Axel CFP is a managing director of wealth management at UBS Financial Services Inc. in Seal Beach, CA. With over 20 years of experience in the financial services industry, Joshua and his team of dedicated Financial Advisors are committed to helping individuals, business owners, and non-profit organizations navigate the complexities of today's markets and plan for their financial future. They offer expertise in financial planning, portfolio construction, and stock option financing, and are actively involved in charitable organizations and community initiatives. Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Joshua Axel CFP provides knowledgeable perspective, good judgment, and broad experience to help clients meet their financial challenges and seize opportunities. Whether it's organizing finances around short-term needs or planning for future generations, Joshua and his team are dedicated to helping clients achieve their financial goals with a focus on liquidity management and a disciplined yet agile approach.Generated from the website
Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc.

Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc.

Natalie Brownfield Barron CFP, CEPA, CRPS is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Seal Beach, CA. As a CERTIFIED FINANCIAL PLANNER professional and Senior Portfolio Manager, Natalie is dedicated to creating customized comprehensive financial plans for her clients, ensuring their financial security for the future. With a focus on guiding clients through major life events and helping them preserve and pass on their wealth, Natalie's expertise extends to various areas including divorce, career change, retirement, and loss. Recognized as an industry leader, Natalie's commitment to her clients is evident in her collaborative approach, working with other advisors to provide well-aligned estate planning, insurance, and tax-efficient investing and withdrawal strategies. With a passion for making a difference in the lives of her clients, Natalie's expertise and recognition as a top wealth advisor make her a trusted partner in navigating the complexities of financial planning and wealth management.Generated from the website
Allen R. Mellow - UBS Financial Services Inc.

Allen R. Mellow - UBS Financial Services Inc.

Allen R. Mellow-UBS Financial Services Inc is a reputable wealth management firm based in Seal Beach, CA. With a team of dedicated Financial Advisors, they provide expert financial advice and assistance to help clients organize their finances, meet their short and long-term goals, and plan for future generations. Their Senior Vice President, Allen R. Mellow, brings over 50 years of experience in the financial services industry and specializes in strategic planning and implementation. Their client base includes pre-retirement and retired couples, small business owners and their families, as well as non-profit foundations. Committed to giving back to the community, Allen R. Mellow is an active supporter of various charities in the Long Beach area. As part of the UBS Financial Services Inc network, Allen R. Mellow-UBS Financial Services Inc benefits from the strength and global reach of one of the world's leading wealth management firms. With $3.9 trillion in invested assets globally and a presence in 51 countries, UBS is known for its resilience and expertise in guiding clients through various financial challenges and market opportunities. They offer a range of products and services tailored to meet the unique needs of their clients, ensuring that they receive the highest level of support and guidance in managing their wealth.Generated from the website
United States›California›Seal Beach›Stumpo Wealth Management Group - UBS Financial Services Inc.

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