616 S El Camino Real, Suite H
San Clemente, CA 92672
888-902-5999
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
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B.A. Finance - Finance
Bachelors - Finance
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