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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

States Willing to do Business in:    Orange County, San Diego, Los Angeles, Ventura County
Name of Broker/Dealer:    Royal Alliance Associates, Inc.
I work with the following types of clients:    Businesses, Individual Investors, Retirees
Number of Years with Current Firm:    11
Name of Custodial Firm:    Several choices
Firm CRD#:    23131
CRD#:    5326196
Years of Experience in Financial Services:    35
 

Services

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

Qualifications & Memberships

Financial Organization Memberships:    Academy of Preferred Financial Advisors
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Securities Licenses:    Series 7, Series 66
Certifications, Accreditations & Designations:    CFP™
 

Firm Information

Firm's Number of Managed Clients:    100+
Firm's Number of Planning Clients:    100+
Advisor's Number of Managed Clients:    125
Advisor's Number of Planning Clients:    125
Firm's Number of Clients:    100+
Advisor's Number of Clients:    125
Assets Managed by Advisor:    $100,000,000
Assets Managed by Firm:    $90,000,000+
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    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:    Fee-Based (Fee and Commissions)
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1%
 
 
 

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