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Ryan Gunn, CFP®
Gunn Financial Associates

Tel: (888) 902-5999
2122 S. El Camino Real, Suite B
San Clemente, CA 92672

Financial & Retirement Services

Gunn Financial Associates | Financial Advisor in San Clemente ,CA

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


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:   11
I work with the following types of clients:   Individual Investors, Retirees, Businesses


Services

Investment Types:   Alternative Investments, Mortgages & Real Estate, Annuities, Insurance, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At your office, Via phone, Via email, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Long Term Care, Variable Annuity, Variable Life, Life
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:   125
Advisor's Number of Managed Clients:   125
Advisor's Number of Planning Clients:   125
Assets Managed by Advisor:   $100,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

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


Education

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

Bachelors - Finance  University of Utah



Faqs

  • What are your qualifications? What is your education background? 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 is your approach to financial planning? 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.
  • What services do you offer? Investment management, retirement planning, asset protection, tax planning, estate planning.
  • How many clients do you currently manage? We currently have over 100 client relationships.
  • Will you be the only person working with me? 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.
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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

Ryan Gunn, CFP®

Ryan Gunn, CFP®

CFP™

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.

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My 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 Planning & Mitigation

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.


My Team

Charles Gunn
Charles Gunn CFP, CPA/PFS
Charles Gunn is the founder and owner of Gunn Financial Associates. He is a CERTIFIED FINANCIAL PLANNER® and a California certified public accountant with the personal financial specialist designation (CPA/PFS). Mr. Gunn holds FINRA 7, 24, 63 & 65 licenses and California real estate broker and insurance licenses. He is a registered representative with Royal Alliance Associates, Inc. Mr. Gunn graduated from California State University, Northridge in 1974 receiving a B.S. in business adm ...more

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

Orange County San Diego
Los Angeles Ventura County