Skip to main content
Gunn Financial Associates
Gunn Financial Associates
  • Home
  • About Us
    • Our Certified Financial Planners
    • Our Approach
    • Our Process
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Client Access
    • SEI Private Trust
    • Personal Wealthsite
    • American Funds
    • Document Upload
  • Contact Us
    • Contact
    • Tell A Friend

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
  • LinkedIn Icon
  • Facebook Icon

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.

View Videos

Schedule a Call

Meet with a CERTIFIED FINANCIAL PLANNER™ professional.

Schedule a Call

                       

Newsletters

  • Your Social Security Statement: What’s in It for You?

    This article explains some of the key information provided on a personalized Social Security Statement.

  • Balancing Medicare and Work-Based Insurance

    Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.

  • HOT TOPIC: Supply-Chain Chaos: Holiday Edition

    Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.

  • HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

    This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

More Newsletters »

Calculators

  • College Funding

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

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Tax-Deferred Savings

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

More Calculators »

Registered Representatives of this firm offer securities and advisory services through Royal Alliance Associates, 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 Royal Alliance Associates, 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.



 

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