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MEET YOUR TEAM​
DAVID STOECKLY
FOUNDING PRINCIPAL
David@crownbaywealth.com
David is the Managing Principal and Founder of Crown Bay Wealth, a client‑centered boutique investment management firm. He serves as a true fiduciary to high‑net‑worth individuals, families, foundations, and trusts, focusing on preserving and growing their wealth through comprehensive planning and customized investment solutions. As portfolio manager with direct, discretionary responsibility for client portfolios, he structures and manages investments with one priority: helping each client achieve their unique financial goals.
David began his career in 2003 as a Financial Advisor with Morgan Stanley in Pasadena, California, where he was recognized as a “PFP Leader”, distinguishing him as a top junior advisor. In 2007, he formed a partnership with his father, Gene, also a financial advisor at Morgan Stanley, and together with their long‑time assistant, Veronica Romero, they moved their practice—and a combined 80 years of experience—to UBS in Pasadena.
At UBS, David served as a Senior Vice President and, along with his team, successfully tripled their business. During his tenure he earned the designations of Wealth Advisor and Portfolio Manager, and in 2018 he was recognized by UBS as one of the “Top Advisors Under 40” at the firm.
A La Cañada native, David grew up in the Los Angeles area and graduated from the University of Colorado with a degree in International Affairs and a minor in Business. He now resides in Newport Beach with his wife, Kimberly, their son Brady, and identical twin boys Luke and Logan.
Committed to giving back, David sits on the board and previously served as President of Harbor View Dads, a nonprofit that supports Harbor View Elementary School in Corona del Mar, which all three of his boys attended. He also enjoys coaching his sons’ youth sports teams and watching his boys play competitive water polo.
An avid outdoorsman and former Eagle Scout, David enjoys getting back to his roots by spending time in the mountains and on the trail; he has recently climbed both Mt. Baldy and Mt. Whitney. He also enjoys traveling, swimming, skiing, golfing, and just about anything beach‑related with family and friends.
GENE STOECKLY
FOUNDING PRINCIPAL
Gene@crownbaywealth.com
After graduating from Colorado College with a degree in Political Economy, Gene has spent his entire professional life in the non-profit/ charitable and financial services communities. He has been a pioneer in the evolution within the financial industry's change from the traditional stockbroker model to comprehensive financial planning and discretionary wealth management.
For the past 35 years, Gene has successfully navigated his clients through the different market environments. Starting in 1987 as a rookie broker
at Dean Witter Pasadena, Gene saw the Dow drop 20% in one day, the euphoria of the .corn boom, the Great Recession, and now, crypto mania. However, some things have not changed ... professionalism, client-centric advice, and integrity. In 2006 at Morgan Stanley, he was one of 200 Advisers to be selected by the firm as a "Custom Portfolio Manager." That practice was expanded at
UBS. In 2007, UBS recruited Gene to be one of their first discretionary "Personal Management Portfolio" managers. During their time at UBS, Gene and David were also one of UBS's first signature family team partnerships.
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In leisure, Gene enjoys sports, both as a fan and participant. His passion for the Denver Broncos and St. Louis Cardinals started as a young child and remains today. Golf is his current obsession. While he has a love affair with golf, unfortunately, the love affair isn't mutual! Other interests are travel, skiing, hiking, and being a "foodie." Gene has been married to his wife, Carolyn, for 45 years and resides in La Canada Flintridge. Together, they have been blessed with two married sons, three grandsons ... and a future granddaughter!
VERONICA ROMERO
OFFICE MANAGER
Veronica@crownbaywealth.com
Veronica is head of client servicing and practice management for Crown Bay Wealth. Acting as the "glue" that holds everything together, her expertise is assisting clients with whatever administrative need they have while providing first class service. With almost 30 years of financial industry experience there isn't a situation she hasn't helped a client with like a complex trust, complicated estate or a n intricate retirement plan. Loyalty and consistency are two of Veronicas best qualities as illustrated by her working with Gene for over 25 years starting at Dean Witter Pasadena and David and Gene for 15 years at UBS Pasadena and now at Crown Bay Wealth.
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Family is important to Veronica as she enjoys
spending time with her nieces and their kids and taking care of her parents in their golden years. In her free time she enjoys traveling to see family in Las Vegas, Mexico and more recently a client who is like family in Puerto Rico.