Ann Reilley Gugle, CFP®, CPAPrincipalann.gugle@alphafa.comAnn Reilley Gugle is a principal with Alpha Financial Advisors. As a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®) practitioner with more than 15 years of financial services experience, Ann is uniquely qualified to understand the complex issues surrounding effective financial, estate and tax planning. She enjoys developing and implementing comprehensive strategic financial plans that provide clarity for her clients' financial future and that enable her clients to optimize their wealth by aligning it with their values and goals. Whether her clients want to fund long-term goals such as college or retirement, start their own business, or ensure that their investments are allocated properly, Ann helps clients translate those dreams and goals into a workable, realistic, and custom-tailored financial plan. Ann's commitment to excellence, integrity, and strong client relationships enables her to add value and give clients the confidence to know their finances are right on track. Ann earned her BA in Accounting and a minor in Japanese from Villanova University in 1991. Prior to joining Alpha Financial Advisors, Ann's experience includes over 10 years in public accounting and 5 years as managing director for a major securities firm where she served as the Asia regional controller based out of Tokyo, Japan. Her international experience is what prompted her decision to specialize in serving expatriates abroad helping them navigate the complex tax and financial issues that their unique situations present. Ann is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant. She is a member of the AICPA and the North Carolina Association of CPAs. Ann is also a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of Fee-Only comprehensive financial planning professionals. She currently serves as the Study Group Leader for Charlotte, North Carolina. Ann serves as Chairman on the Convention Committee for the National Organization of Mothers of Twins Clubs and teaches 3rd Grade faith formation at St Matthew Catholic Church. Ann enjoys spending time with her husband and 4 children, loves traveling the world, fine food and meeting people who are passionate about life. |
"If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours. If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them. Go confidently in the direction of your dreams.  |
