Gunn Financial Advisors

Gunn Financial Advisors Gunn Financial Advisors Gunn Financial Advisors

Gunn Financial Advisors

Gunn Financial Advisors Gunn Financial Advisors Gunn Financial Advisors

813-575-0575

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

Book

813-575-0575

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

Book

About Us

Planning Futures

We provide comprehensive wealth planning with tax smart strategies and our investment management solutions respond to market volatility according to your comfort levels. We create programs and portfolios to meet your long-term financial goals. Have questions about investments, tax planning, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

Our team is comprised of people with decades of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

About Us

Paige L. Gunn

CEO and Head of Advisory services


Paige began her career with Venture Capital in the 1990s eventually becoming Vice President of Private Equity for a Tampa-based Investment Banking firm by 2009. It was here that she learned the fundamentals of corporate finance by evaluating hundreds of businesses from the ground up and learning how successful institutions select companies for investment. 


Paige went on to lead a wealth management team at one of the largest financial firms in the country before joining a small but growing financial practice in 2012. As a financial advisor she designed many hundreds of financial plans for Tampa Bay retirees and pre-retirees and worked with many successful Tampa and Pinellas clients to achieve their goals. As the firm grew, Paige continued as senior leadership for eight years, ultimately creating and heading the investment department as Portfolio Manager and Chief Investment Officer. It was here that she personally oversaw and managed investment portfolios and strategies with over half a Billion dollars ($500mm+) in assets under her management. 


Paige has been featured on ABC news segments as well as frequent co-host for Tampa Bay financial radio shows.


Paige has extensive experience in financial planning and asset management as well as a love for doing what is best for her clients. She is a licensed Investment Advisor as well as having her life, health and annuity insurance license.  In addition to having decades of experience in the financial industry managing hundreds of millions of dollars she has her B.S. in Business Administration and Financial Services. 


When not working as a financial advisor she can be found enjoying the Tampa Bay area with her family and focusing on her love of the 80's and movie cars. She owns a Delorean and a screen accurate Marty McFly truck and loves to talk about fun cars and car shows.


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Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.

It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.

You should meet with us to review your plans every five years, or before any major life transition.

We take client security very seriously. For this reason our web page is for basic information only. Your financial security is paramount in every way. You will always access  your account information through the custodian directly. We don't believe in compromising your privacy or security so we intentionally do NOT provide access portals through our site as we feel this is an unnecessary vulnerability. Please refer to your onboarding binder or contact us at any time for access information. 

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Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Gunn Financial Advisors, LLC

Safety Harbor, Florida

813-575-0575

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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Gunn Financial Advisors, LLC

Safety Harbor, FL

813-575-0575

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