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Featured Business Financial Advisor in Westlake Village, CA
Westlake Village Financial Advisors
Gunn Financial Associates
2629 Townsgate Rd., Suite 245
Westlake Village, CA 91361
(888) 9025999Ext2
“Financial & Retirement Services”
Advisor Profile
Ryan Gunn, CFP(r)
Name:  Ryan Gunn, CFP(r)
Phone Number:  (888) 9025999Ext2
Website:  Visit Website
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

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

CRD#:    5326196
Insurance License#:    0I67971
Name of Broker/Dealer:    Royal Alliance Associates, Inc.
Name of Custodial Firm:    Several choices
States Licensed in:    CA
States Willing to do Business in:    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
Years of Experience in Financial Services:    25+
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:    Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Commodities, Insurance, Annuities, Stocks, Mutual Funds, Mortgages & Real Estate, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
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:    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
 
 
 
Prepared By: Ryan Gunn, CFP(r)

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