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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

  • Baseball Lessons That Might Help Change Up Your Finances

    Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

  • What the Red-Hot Job Market Means for Workers

    A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

  • When Buying Is Easy, Paying Later Can Be a Problem

    Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

  • HOT TOPIC: Tech Sector Turmoil and the Bear Market

    This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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