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Ryan Gunn, CFP®
Gunn Financial Associates

Tel: 888-902-5999
616 S El Camino Real, Suite H
San Clemente, CA 92672
Gunn Financial Associates | Financial Advisor in San Clemente ,CA

Financial & Retirement Services


About Ryan Gunn

Ryan is a CERTIFIED FINANCIAL PLANNER(TM) and has been a partner at Gunn Financial Associates since 2008. Ryan holds series 7 & 66 registrations as a registered representative for Royal Alliance Associates, Inc. He is also a licensed insurance agent. Ryan specializes in assisting clients prepare for and enjoy a financially productive and rewarding life. After graduating in Finance from the David Eccles School of Business at the University of Utah, Ryan began his professional career at Wells Fargo Financial where he assisted both English and Spanish speaking clients with credit repair, debt consolidation and mortgage refinancing. Ryan became an independent financial planner at Aegis Wealth Group which eventually led him to join Gunn Financial Associates. Ryan believes that regular communication and education are the best tools for helping clients achieve their financial goals.


About Gunn Financial Associates

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to individuals, families and small business owners.

Our firm has over 40 years of experience in financial planning and its elements of accounting, taxes, investments and insurance. We assist clients with analysis and decisions regarding their financial goals and build and preserve their wealth.

Financial Planning & Investment Services Include:

-Management of retirement & non-retirement investments

-Retirement income planning

-Tax planning to reduce income taxes

-Planning to preserve your assets and income

-Estate planning

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General Information

Firm Start Year:   1989
No.of Employees:   2-4
Name of Broker/Dealer:   Royal Alliance Associates, Inc.
Name of Custodial Firm:   Several choices
Number of Years with Current Firm:   15
Work with the following types of clients:   Individual Investors, Businesses, Retirees
Advisory Services Provided:   Tax Advice and Services, Education Funding and Planning, Retirement Planning, Estate Planning & Trusts, Annuities, Insurance Planning, 401K Rollovers

Services

Investment Types:   Bonds, Stocks, Annuities, Alternative Investments, Mortgages & Real Estate, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Life, Variable Life, Long Term Care, Variable Annuity, Annuity
Financial Organization Memberships:   Academy of Preferred Financial Advisors

Firm Information

Firm's Number of Clients:   100+
Firm's Number of Planning Clients:   100+
Firm's Number of Managed Clients:   100+
Assets Managed by Firm:   $90,000,000+
Advisor's Number of Clients:   135+
Advisor's Number of Managed Clients:   135+
Advisor's Number of Planning Clients:   135+
Assets Managed by Advisor:   $130,000,000+

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Based on Assets
Fee % Based on Assets:   1%

Education

B.A. Finance - Finance  University of Utah
July 2001-May 2005
Bachelors - Finance  University of Utah

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Financial Services

Retirement Planning

Determine when to retire. Determine a sustainable distribution from investments that you will not outlive. Determine when to begin social security benefits.

Estate Planning & Trusts

Verify proper plans are in place to accomplish legacy goals. Review beneficiary designations. Re-titling of assets. Establishing inherited IRAs. Strategy implementation to reduce estate taxes. Guidance in the event of a death.

Tax Advice and Services

Implement tax strategies to reduce income taxes now and in the future. Coordination of your tax and investment decisions. Consulting with tax professional. Recommendations of tax saving investments.

Education Funding and Planning

Needs analysis to pay for college educations. 529 plan selection and management.

Investment Advice & Management

Determine if current investment risk levels are within your comfort level. Build and manage an investment portfolio that is aligned with your investment goals and risk levels. Investment recommendations of your employer retirement accounts.

401K Rollovers

Handling and management of direct 401k rollovers/transfers to your own individual retirement account.

Insurance Planning

Review of existing insurance policies. Needs analysis to determine shortfalls in coverage for life, long term care and disability. Assistance with purchase of new policies.

Annuities

Education on the proper use of annuities and incorporating them into your retirement plan if needed and desired. Insurance carrier and annuity contract selection and purchase.


Faqs

Why should I choose you as my financial advisor?

Our firm's advisers are required to have a minimum of a Bachelors degree and obtain the CERTIFIED FINANCIAL PLANNER® certification. We also have a CPA within the firm.

What are your qualifications? What is your education background?

As CFPs we offer a holistic approach to assisting you with your finances. Proper retirement planning upfront allows you to make educated decisions and avoid costly mistakes. We start by first clarifying your goals and assess where you stand today and then prioritize the steps necessary to accomplish your goals.

How are you compensated? How will I pay for your services?

We have a several fee models available to meet our clients needs that include the following; one-time, quarterly retainer and/or investment management fee.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Each client will work with a primary servicing adviser. Additional advisers will be involved in the client planning and decision process which provides every client with double coverage.

How many clients do you currently manage?

We currently have over 100 client relationships.

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Disclaimer

Securities & advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance Services offered through Gunn Financial Associates and is not affiliated with Royal Alliance Associates,Inc.805.446.4600, CA Ins. 0I67971

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 2:00 PM

Communities Served

Nationwide with offices in Orange County and Westlake Village CA
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