John T. Gugle, CFP®, CRPC
Principal
John Gugle is a Principal of Alpha Financial Advisors, LLC, a fee-only comprehensive financial planning and investment management firm based in Charlotte, North Carolina.
After graduating from the University of Notre Dame with dual degrees in Finance and in Japanese, John entered the financial services industry working for Chase Manhattan Bank in New York. After 2 years in New York, John spent over 7 1/2 years working in Tokyo for Chase Manhattan Bank, Price Waterhouse Consulting, and Morgan Stanley.
In 2002, John and his family returned to the United States, where John accepted an offer from UBS PaineWebber in Charlotte. John spent one year as a Financial Advisor at UBS before he was invited to join Carroll Financial Associates. John spent a year and a half at Carroll developing advanced financial planning skills and growing his practice. In 2005 John and Jim McGehee merged their practices.
John earned the Certified Financial Planner™ designation in 2005 and the Chartered Retirement Planning Counselor designation in 2007. 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 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, and 2010. 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 Charlotte Observer, the Charlotte Business Journal, and Reader's Digest 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 member of the Matthews Chamber of Commerce.
John and his wife Ann Marie have been married for over fifteen years. They have two daughters Sarah and Ashley and twin sons Ryan and Andrew.
"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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