Janice McGunnigle, CFP®, CTFA

Janice McGunnigle, CFP®, CTFA

Financial Advisor

Janice McGunnigle, CFP®, CTFA

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), NAPFA-Registered Financial Advisor, and Certified Trust and Financial Advisor (CTFA), Janice thrives on helping people to live their best life. She believes in enjoying all that life has to offer by balancing the present financial experiences with saving for future retirement. Having experienced an unexpected death in her family first hand, Janice is particularly passionate about guiding widows and widowers through the estate settlement maze. With her background in trusts and estates, Janice serves on the Queens University Estate Planners Day Steering Committee.

After graduating Cum Laude with a Business Degree at Saint Anselm College, Janice began her career in Boston at Fidelity Investments. She continued to work in financial services in The Private Clients Group at Fleet Bank and The Wealth Management Department at Cambridge Trust Company where she served high net worth clients. Janice decided to relocate to Charlotte with her husband in 2007 and has since fallen in love with all the city has to offer, including the milder weather. Prior to joining Alpha in 2019, Janice spent 10 years with Modera Wealth Management (formerly Matrix Wealth Advisors) where she served as a Wealth Manager and Financial Planner.

As a former college basketball player, Janice enjoys remaining physically active. She loves traveling, spending time with her husband, and chasing her two young daughters.

Top 9 Best Financial Advisors in Charlotte & Asheville, NC 2018 ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/

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