Instructor Biography

Printer Friendly
Text Size: A A A A
back

 

Marshall D. Gunn Jr, CPA/PFS, CFP

Marshall D. Gunn, Jr., is President of GunnChamberlain, P.L., CPAs and Gunn & Company Investment Management, Inc. Mr. Gunn provides consulting, financial and tax planning services to individuals, businesses, retirement plans, foundations and trusts. These services include retirement and investment planning, and estate and gift tax planning.

CPA Magazine listed him as one of the 100 most influential CPAs in America and one of the seven most influential CPA/Financial Planners in America. Mr. Gunn is the author of the books The Money of Love and Take Charge of Your Financial Life! He has received numerous awards as an author or speaker on various financial topics.

On the international level, Mr. Gunn is a frequent guest speaker for various CPA societies and professional associations. He has spoken in numerous forums and has been quoted on television, radio and in The Wall Street Journal, Fortune Magazine, The Practical Accountant, The Jacksonville Business Journal, The Florida Times-Union and other print media. He is a frequent guest of the television show First Coast Living where he provides expert tax and financial advice.

Mr. Gunn is frequently called upon as an expert witness. His areas of testimony include business valuation, investment suitability, investment value and various business issues.

Mr. Gunn is a former chairman of the Florida Board of Accountancy. He is a past-chair of the FICPA Investment Policy and Personal Financial Planning Committees. He also serves on numerous not for profit or charitable foundation boards, including FreshMinistries, Inc. and Give Kids the World Village.

A graduate of Jacksonville University, Mr. Gunn holds a bachelor’s degree in accounting. He has served his alma mater as an adjunct faculty member in accounting, taxation and finance, is a past president of the alumni association and is a past member of the Jacksonville University Board of Trustees.

He earned the Personal Financial Specialist and Chartered Global Management Accountant designations granted by the AICPA and the Certified Financial Planner designation from the Certified Financial Planner Board of Standards.

Mr. Gunn and his wife Kathy reside in Jacksonville, Florida.