Our Team
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 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 1980s, Mr. Gunn formed Gunn Financial Associates to provide financial, retirement and investment services for high income and net worth clients. With its reputation for competence, integrity, attention to detail and the ability to communicate with clients and meet their needs, its client base continues to increase through referrals from clients and
professionals in the financial community.
1989
2-4 Employees
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SEI Private Trust, Schwab, Fidelity
We proudly serve clients nationwide and internationally, with physical offices in Orange County and Westlake Village, California.
18
Ryan began his professional journey at Wells Fargo Financial, where he provided bilingual support to both English and Spanish-speaking clients, specializing in credit repair, debt consolidation, and mortgage refinancing. Soon after, he transitioned to an independent role as a financial planner at Aegis Wealth Group. These early career experiences paved the way for his move to Gunn Financial Associatesa wealth advisory firm established in 1989where he works alongside his father to serve high-net-worth families and business owners both locally and nationwide.
Non-Profit Organizations, Businesses, Individual Investors
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Academy of Preferred Financial Advisors
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Options & Futures, Bonds, Socially Responsible Investments (SRI)
Yes
Video Conference, Our Office, Phone
Fee-Only
$1,000,000
Based on Assets, Flat Fee
Negotiable
Our pricing is designed to be transparent and flexible. We offer flat fees and retainer-based pricing tailored to the scope of your needs, as well as asset-based fees for clients seeking asset management services. A detailed fee schedule is provided during your initial consultation.
Negotiable
Negotiable
100+
100+
100+
8,000,000,000
125+
125+
100+
$175,000,000
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How many clients do you currently manage?
Additional Detailed Disclosures
