Our Certified Financial Planners

Charles K. Gunn, CFP®,CPA/PFS    

Charles Gunn founded Gunn Financial Associates in 1989.  He is a CERTIFIED FINANCIAL PLANNERä and a California certified public accountant with the personal financial specialist designation (CPA/PFS). Charlie holds FINRA 7, 24, 63 & 65 licenses as a registered representative and investment advisor representative for Royal Alliance Associates, Inc.  He holds California real estate broker and insurance licenses. Charlie graduated from California State University, Northridge in 1974 receiving a B.S. in business administration with emphasis in accounting and joined a national CPA firm. He left public accounting for the real estate syndication, development and management industry, ultimately as partner and president in a group of companies that syndicated and developed over 100 apartment properties throughout the US, most of which were profitably closed out and the remainder continue to operate.  With the cessation of real estate syndication in the late 1980’s, Charlie formed Gunn Financial Associates to provide financial, retirement and investment services for high income and net worth clients.

 

 

Ryan Gunn, CFP®     

Ryan is a CERTIFIED FINANCIAL PLANNER™ and partner of Gunn Financial Associates since 2008.  Ryan holds FINRA series 7 & 66 licenses as a registered representative and investment advisor representative for Royal Alliance Associates, Inc.  He also holds mortgage loan originator and insurance licenses.  Ryan graduated from the University of Utah receiving a B.A. in Finance.  After working a few years at Wells Fargo Financial he became an independent financial advisor.  Ryan’s expertise in financial planning and behavioral finance enabled him to guide numerous retirees and investors through one of history’s most difficult financial crises.  Ryan specializes in assisting clients preparing for and enjoying a financially productive and rewarding life through regular communication and education.