RyanGunn, CFP<sup>®</sup>- Financial Advisor San Clemente, CA

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About Ryan Gunn, CFP<sup>®</sup>

Ryan is a Wealth Advisor at Gunn Financial Associates, serving clients since 2008. He earned his Finance degree from the David Eccles School of Business at the University of Utah and completed his CFP® education at Boston University. With his firm, Ryan provides comprehensive wealth planning services designed to safeguard and enhance your financial resources. He crafts personalized, flexible financial roadmaps that evolve with market conditions and your unique needs, ensuring every aspect of your financial life is aligned.

For business owners preparing to exit, Ryan offers specialized expertise in strategic exit planning, including succession, valuation, and tax-efficient strategies. High-net-worth individuals nearing retirement also benefit from his focus on sustaining income, optimizing wealth, and preserving legacies. Whether transitioning from a business or into retirement, Ryan empowers you with the insights needed for a prosperous future.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

automated call

CRD#

5326196

Firm CRD#

171976

Insurance License#

0I67971

Name of Custodial Firm

SEI Private Trust, Schwab, Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Ryan began his professional journey at Wells Fargo Financial, where he provided bilingual support to both English and Spanish-speaking clients, specializing in credit repair, debt consolidation, and mortgage refinancing. Soon after, he transitioned to an independent role as a financial planner at Aegis Wealth Group. These early career experiences paved the way for his move to Gunn Financial Associatesa wealth advisory firm established in 1989where he works alongside his father to serve high-net-worth families and business owners both locally and nationwide.

Work with the following types of clients

Retirees, Businesses, Individual Investors

Advisory Services Provided

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

Compliance

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

CFP^®, CEPA^®

Insurance and Annuity Licenses

Life, Long Term Care, 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

8,000,000,000

Advisor's Number of Clients

100+

Advisor's Number of Managed Clients

100+

Advisor's Number of Planning Clients

100+

Assets Managed by Advisor

$140,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Additional Details on Charges

Our pricing is designed to be transparent and flexible. We offer flat fees and retainer-based pricing tailored to the scope of your project, as well as asset-based fees for clients seeking asset management services. A detailed fee schedule is provided during your initial consultation.

Education

Finance - Finance

University of Utah
2002 -2005

Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1877803/paladinregistry-Wealthcare-Advisory-Partners-DBA-Gunn-Financial-Associates-detailed-disclosure.html

Disclaimer

Investment advisory services offered by Wealthcare Advisory Partners LLC, dba Gunn Financial Associates. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Insurance services offered through Ryan Gunn CA Insurance Lic. #0I67971.

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Paladin Research Report For:

Ryan Gunn, CFP<sup>&reg;</sup>

Wealthcare Advisory Partners DBA Gunn Financial Associates

About Ryan Gunn, CFP<sup>&reg;</sup>