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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.

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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.

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Newsletters

  • A Wealth of Information: How to Read a Mutual Fund Prospectus

    Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

  • 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.

  • Naming a Trusted Contact

    It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • 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?

  • Impact of Inflation

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

More Calculators »

Royal Alliance Form CRS

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