Ryan Gunn, CFP®
Gunn Financial Associates

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

Financial & Retirement Services

Gunn Financial Associates | Financial Advisor in Westlake Village ,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 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

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:   10
I work with the following types of clients:   Retirees , Non-Profit Organizations , Investment Clubs , Businesses , Individual Investors


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

Qualifications & Memberships

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

Firm Information

Firm's Number of Clients:   125+
Firm's Number of Planning Clients:   125+
Firm's Number of Managed Clients:   125+
Assets Managed by Firm:   $85,000,000+
Assets Managed by Advisor:   $85,000,000+


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:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly , Based on Assets , Flat Fee
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


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


  • 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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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®


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 mortgage loan originator and 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.

Qualifications: CERTIFIED FINANCIAL PLANNER®, BA Finance, FINRA Series 7 & 66 Registrations, Licensed Mortgage Loan Originator, Licensed Insurance Agent, Founding 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® 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. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

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