John Gugle, CFP®, CRPC®
Principal
John Gugle is a Principal with Alpha Financial Advisors, LLC. As a personal wealth advisor to high net worth families, John provides comprehensive financial, tax, and investment advice, specializing in the areas of retirement planning, college funding, and estate planning.
John began his career at the Chase Manhattan Bank in New York. After 2 years in New York, John spent over 7 years working in Tokyo, Japan for Chase Manhattan Bank, Price Waterhouse Consulting, and Morgan Stanley. In 2002, John became a Financial Advisor at UBS PaineWebber in Charlotte. He joined Alpha Financial Advisors in 2005.
John graduated from the University of Notre Dame with degrees in Finance and Japanese. John is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor designee. John 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. John currently serves as the NAPFA South Region Board President.
John was selected as a Charlotte Business Journal 40 Under 40 winner for 2006. John was also a recipient of the FIVE STAR: Best in Client Satisfaction - Wealth Manager award by Charlotte Magazine in 2008, 2009, 2010 and 2011. John was a contributing expert to the book Twin Set, a book about raising twins by Three Rivers Press. He has been frequently quoted in the Wall Street Journal, SmartMoney, Reader's Digest, Business Week, Investment News, Charlotte Observer, and the Charlotte Business Journal on a variety of financial topics. He has been a featured talk show guest on WBT radio in Charlotte and he has delivered financial seminars to civic groups. John is also a proud member of the Matthews Chamber of Commerce.
John and his wife Ann have been married for over sixteen years. They have two daughters Sarah and Ashley and twin sons Ryan and Andrew. His hobbies include golf, skiing and international travel.
"John was an expert contributor to "Twin Set", a book aimed to help parents of twins survive and thrive. John offered financial insights that help parents deal with the financial burden of raising twins." http://www.twinsetmoms.com/index.html |
"The most beautiful fate, the most wonderful good fortune that can happen to any human being, is to be paid for doing that which he passionately loves to do." Abraham Maslow
Helping people achieve their financial goals and understand today's increasingly complex financial environment are the biggest reasons I enjoy the Financial Planning profession. I may not have gone through retirement personally, but I have advised many people who have reached retirement. I may not have lost a spouse, but I have comforted many widows who have unexpectedly lost a loved one. Being a Certified Financial Planner™ licensee and tapping the cumulative experience of my clients' lives, benefits all of my clients. I know the financial issues you face to survive marriage, welcome children, encounter job loss or divorce, navigate retirement, or endure the death of a spouse. My calling is to provide unbiased advice on how to maneuver through your financial life with the best financial decisions at critical times.
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