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Certified Financial Planner (CFP) CFP, CPA/PFS

Gunn Financial Associates
Office Address: 2629 Townsgate Road, Suite 245, Westlake Village, CA, 91361
Service Coverage: Westlake Village, Thousand Oaks, Newbury Park, Oak Park, Agoura Hills, Malibu, Simi Valley, Camarillo, Moorpark, West Hills, Calabasas, Somis, Brandeis, Woodland Hills, Van Nuys, Canoga Park
Phone: (888) 902-5999

Email: Click here to email Charles K. Gunn

Web Site: http://www.GunnFA.com

 

Service Offerings

Financial Planning & Investments
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Registered Representative offering securities and advisory services through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA, SIPC. Advisory services offered through WealthCare Alliance, Inc, a registered investment advisor.

Expertise

About Gunn Financial Associates

Charles Gunn is the founder and owner of Gunn Financial Associates. He is a Certified Financial Planner (CFP) and a California certified public accountant with the personal financial specialist designation (CPA/PFS). Mr. Gunn holds FINRA® 7, 24, 63 & 65 licenses and California real estate broker and insurance licenses. He is a registered representative with Royal Alliance Associates, Inc. Mr. Gunn graduated from California State University, Northridge in 1974 receiving a B.S. in business administration with emphasis in accounting and joined a national CPA firm. He left public accounting for the real estate syndication, development and management industry, ultimately as partner and president in a group of companies that syndicated and developed over 100 apartment properties throughout the US, most of which were profitably closed out and the remainder continue to operate. With the cessation of real estate syndication in the late 1980’s, Mr. Gunn formed Gunn Financial Associates to provide financial, retirement and investment services for high income and net worth clients. With its reputation for competence, integrity, attention to detail and the ability to communicate with clients and meet their needs, its client base continues to increase through referrals from clients and professionals in the financial community.

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