Ann Reilley Gugle| CFP®, CPA/PFS
Alpha Financial Advisors, LLC
- Financial Planning
- Investment Management
- Life Planning
- Values Based Budgeting
- Cash Flow Prioritization
- Human Capital Management
- Transition Planning
- Strategic Tax Planning
- Estate Planning Strategies
- Insurance Reviews
- Education Planning
- Employee Benefits
Charlotte, NC 28277
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Ann Gugle is a Charlotte, NC Fee-Only Financial Planner serving Charlotte and all surrounding areas. Alpha Financial Advisors, LLC specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Ann Gugle is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
As a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA), Ann is uniquely qualified to understand complex issues surrounding effective financial, estate and tax planning. She enjoys designing and implementing comprehensive strategic financial plans that provide clarity for her clients’ financial future. It is paramount that the plans align with their values and goals. Ann helps clients translate those goals into workable, realistic, and custom-tailored financial plans that are designed to optimize wealth. 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 also functions as Alpha’s Chief Executive Officer.
After earning degrees in Accounting and Japanese at Villanova University, Ann began her career in New York City at Deloitte & Touche and then transferred to Tokyo where she specialized in financial services. She went on to serve as Asia regional controller for Bear Stearns based out of Tokyo. This international experience sparked her interest in helping expatriate clients navigate complex tax and financial issues that their unique situations present.
Ann is a member of the AICPA and has earned the Personal Financial Specialist designation. She is also member of the North Carolina Association of CPAs and the National Association of Personal Financial Advisors (NAPFA). She currently serves as the Chair of the NAPFA South Region Board. Ann has been recognized with the FIVE STAR Wealth Manager award from Charlotte Magazine and is frequently quoted in national news publications.
Ann enjoys spending time with her husband John and their 4 children. She loves traveling the world and meeting people with diverse backgrounds who are eager to learn and are passionate about pursuing their life’s purpose.
Our Mission Statement
We partner with clients in long-term, trusted financial advisory relationships.
We provide financial peace of mind by delivering tailored objective advice that gives clients the confidence to pursue their own passion, dreams and talents.
At Alpha, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client true peace of mind. We define peace of mind as a deeply rooted confidence that comes from feeling in control and knowing your financial plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and peace of mind – that we believe our clients have the highest potential to realize their goals.
Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success.