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Featured Business Financial Advisor in San Clemente, CA
San Clemente Financial Advisors
Gunn Financial Associates
2122 S. El Camino Real, Suite B
San Clemente, CA 92672
(888) 9025999Ext2
“Financial & Retirement Services”
Advisor Profile
Ryan Gunn, CFP®
Name:  Ryan Gunn, CFP®
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.

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

CRD#:    5326196
Firm CRD#:    23131
SEC File#:    801-54859,8-40218
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,South Orange County
Years of Experience in Financial Services:    25+
Number of Years with Current Firm:    10+
I work with the following types of clients:    Retirees, Individual Investors, Businesses
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Variable Annuity, Variable Life, Long Term Care, Life, Annuity
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:    100+
Advisor's Number of Managed Clients:    100+
Advisor's Number of Planning Clients:    100+
Assets Managed by Advisor:    $90,000,000+
 

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 and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Hourly, 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®

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