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Ryan Gunn

Gunn Financial Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888-902-5999

Financial & Retirement Services

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

Firm Start Year

1989

No.of Employees

2-4

CRD#

5326196

Firm CRD#

23131

Name of Broker/Dealer

Royal Alliance Associates, Inc.

Name of Custodial Firm

Several choices

Years of Experience in Financial Services

35

Number of Years with Current Firm

15

Work with the following types of clients

Individual Investors, Businesses, Retirees

Advisory Services Provided

Tax Advice and Services, Education Funding and Planning, Retirement Planning, Estate Planning & Trusts, Annuities, Insurance Planning, 401K Rollovers

Services

Investment Types

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

Can meet clients in the following ways

Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

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

135+

Advisor's Number of Managed Clients

135+

Advisor's Number of Planning Clients

135+

Assets Managed by Advisor

$130,000,000+

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Education

B.A. Finance - Finance

University of Utah
July 2001 - May 2005

Bachelors - Finance

University of Utah
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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