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
2122 S. El Camino Real, Ste. B
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
  • Facebook

Retirement Readiness Calculator

See if you are on track for retirement.

5 MINUTE RETIREMENT PLAN

Schedule a Call

Schedule a call with a CERTIFIED FINANCIAL PLANNER™.

Schedule a Call

Videos

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

View Videos

                       

Newsletters

  • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

    Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

  • Big Data for Smaller Players

    Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.

  • HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

    This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.

  • How Well Do You Understand Retirement Plan Rules?

    From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.

More Newsletters »

Calculators

  • Cost of Retirement

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

  • IRA Eligibility

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

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

  • Roth IRA Conversion

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

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