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Ryan K. Gunn

Gunn Financial Associates/Royal Alliance Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672


Financial & Retirement Services

About Gunn Financial Associates/Royal Alliance Associates

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to high net worth 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.

See Disclosures

General Information

Firm Start Year


No. of Employees




Firm CRD#


Insurance License#


Name of Broker/Dealer

Royal Alliance Associates, Inc.

Name of Custodial Firm

Several choices

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

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. Shortly thereafter Ryan became an independent financial planner at Aegis Wealth Group which eventually led him to join Gunn Financial Associates working side by side with his father serving high net worth families and business owners within the community and around the nation.

Work with the following types of clients

Individual Investors, Retirees, Businesses

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting


Investment Types

Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Insurance, Alternative Investments, Annuities, Mortgages & Real Estate, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Our Office, Video Conference


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Financial Organization Memberships

Academy of Preferred Financial Advisors

Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets

Additional Details on Charges

Flat fees and retainer based pricing depending on scope of work. Asset based fees for clients desiring asset management services. Fee schedule to be provided during initial consultation.


Finance - Finance

University of Utah
2002 - 2005

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services are offered through Ryan Gunn Insurance Lic #0I67971.Gunn Financial Associates is not affiliated with Royal Alliance Associates, Inc.