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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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Retirement Readiness Calculator

See if you are on track for retirement.

5 MINUTE RETIREMENT PLAN

Videos

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Schedule a Call

Meet with a CERTIFIED FINANCIAL PLANNER™ professional.

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Newsletters

  • Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

    The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

  • A 529 Plan Can Help Jump Start Your College Fund

    Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

  • 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.

  • Tax-Loss Harvesting Offers Chance at Silver Lining

    Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Expectancy

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

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