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Gunn Financial Associates
Gunn Financial Associates
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Gunn Financial Associates

San Clemente
616 S El Camino Real, Ste. H
San Clemente, CA 92672

Westlake Village
2629 Townsgate Rd., Ste. 245 Westlake Village, CA 92672

Phone:

  • 888.902.5999

E-mail:

  • hello@gunnfa.com
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Schedule a Call

Meet with a CERTIFIED FINANCIAL PLANNER™ professional.

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Retirement Readiness Calculator

See if you are on track for retirement.

5 MINUTE RETIREMENT PLAN

Videos

We have interesting videos for you to watch on my site.

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Newsletters

  • HOT TOPIC: Soft Landing or Delayed Recession?

    This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

  • SECURE 2.0 Act Expands Early Withdrawal Exceptions

    Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

  • HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks

    Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.

  • Creating Your Own “Operation London Bridge”

    Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.

More Newsletters »

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

More Calculators »

Osaic Wealth Form CRS

Registered Representatives of this firm offer securities and advisory services through Osaic Wealth, Inc. Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of  No offers may be made or accepted from any resident outside the specific state(s) referenced. Insurance services offered through Gunn Financial Associates. Gunn Financial Associates is not affiliated with Osaic Wealth, Inc., Branch Telephone number (805)446-4600.  CA insurance license #0769862, #0I67971.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



 

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Check the background of this financial professional on FINRA's BrokerCheck