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

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

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)