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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

  • HOT TOPIC: Antitrust Crackdown Aims to Increase Competition

    See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.

  • A More Affordable Life Insurance Solution

    Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.

  • Flood Insurance: Be Prepared for Rising Waters and Changing Rates

    Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

  • How to Correct an Error on Your Credit Report

    Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

More Newsletters »

Calculators

  • Net Worth

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

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Cost of Retirement

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

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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