Gunn Financial Associates | Financial Advisor in Westlake Village ,CA

2629 Townsgate Rd., Suite 245
Westlake Village, CA 91361
Phone: (888) 9025999Ext2

Financial & Retirement Services


About

Gunn Financial Associates is a financial planning firm providing
financial, retirement and investment services to individuals,
families and small business owners who desire a high-touch level
of service.

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
-Income & retirement cash flow planning
-Reducing income taxes now and in the future
-Planning to preserve your assets and income
-Estate planning in preparation for incapacity or death

25+ Years of Experience



General Information
Firm Start Year:   1989
No.of Employees:   2-4
Insurance License#:   0I67971
Name of Broker/Dealer:   Royal Alliance Associates, Inc.
Name of Custodial Firm:   Several choices
States Licensed in:   CA
Number of Years with Current Firm:   8
I work with the following types of clients:   Retirees , Non-Profit Organizations , Investment Clubs , Businesses , Individual Investors


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


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


Firm Information
Firm's Number of Clients:   Over 100
Firm's Number of Planning Clients:   Over 100
Firm's Number of Managed Clients:   Over 100
Assets Managed by Firm:   $60,000,000+


Compliance
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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Based on Assets , Hourly
Fee % Based on Assets:   1%
Hourly Rate:   250
Additional Details on Charges:   Asset management fee is a tiered system based on
assets under management with our firm.
Minimum Fee Charged for Hourly Planning Accounts:   250


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



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(TM) 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(r)

Ryan Gunn, CFP(r)

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


-CERTIFIED FINANCIAL PLANNER(TM)
-BA Finance
-Finra Series 7 & 66 Registrations
-Licensed Mortgage Loan Originator
-Licensed Insurance Agent
-Member of the Academy of Preferred Financial Advisors

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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(TM) 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 ...more


Communities Served

Agoura Hills Calabasas
Camarillo Canoga Park
Chatsworth Encino
Fillmore Granada Hills
Los Angeles Malibu
Mission Hills Moorpark
Newbury Park North Hills
Northridge Oak Park
Oxnard Pacific Palisades
Panorama City Piru
Port Hueneme Porter Ranch
Reseda Santa Monica
Santa Paula Sherman Oaks
Simi Valley Somis
Stevenson Ranch Tarzana
Thousand Oaks Topanga
Van Nuys Ventura
West Hills Winnetka
Woodland Hills

Office Hours

Mon. 8:00 AM - 6:00 PM
Tue. 8:00 AM - 6:00 PM
Wed. 8:00 AM - 6:00 PM
Thu. 8:00 AM - 6:00 PM
Fri. 8:00 AM - 6:00 PM