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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.

Schedule a Call

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

                       

Newsletters

  • Charitable Giving Can Be a Family Affair

    Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”

  • Fund Retirement and Reward Workers with a Cash Balance Plan

    Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.

  • Sticker Shock Is No Joke for Car Buyers

    This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

  • Looking Back, Looking Forward

    See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

More Newsletters »

Calculators

  • Federal Income Tax

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

  • Required Minimum Distributions

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

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.



 

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