Gunn Financial Associates
Gunn Financial Associates
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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 address: hello@gunnfa.com
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    Schedule a call with a CERTIFIED FINANCIAL PLANNER™.

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    See if you are on track for retirement.

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    Videos

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    Newsletters

    • Turbulent Times: Bear Markets Come and Go

      A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

    • Crisis Relief: Financial Lifelines for Affected Workers

      Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

    • What’s Required of the Executor of an Estate?

      Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.

    • Municipal Bonds

      Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.

    More Newsletters »

    Calculators

    • Net Worth

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

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    • Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

    • Life Insurance

      How much life insurance would you need to produce a sufficient income stream for your family?

    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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