John T. Gugle| CFP®, CRPC
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 28277-0524
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
John 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. John Gugle is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor, John specializes in the areas of retirement planning and investment portfolio management. He enjoys helping clients simplify today’s increasingly complex financial environment by designing financial plans tailored to their specific goal and objectives.
After graduating from Notre Dame with dual degrees in Finance and Japanese, John began his career in banking at Chase Manhattan in New York and went on to spend 7 years in Tokyo where he worked in various consulting roles at Price Waterhouse and Morgan Stanley. Upon repatriating to the US in 2002, John began transitioning his career from the institutional side of the business to the personal side. Working with individuals, he finds his work more impactful and aligned with his values. He is passionate about providing unbiased advice and coaching clients through life’s critical financial decisions.
John is a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization of Fee-Only comprehensive financial planning professionals. He is actively involved and currently serves on NAPFA’s Public Policy Committee. John was selected as a Charlotte Business Journal 40 Under 40 winner in 2006 and has consistently been a recipient of the FIVE STAR Wealth Manager award by Charlotte Magazine. John is also frequently quoted in major national news publications. John also serves as Alpha’s Chief Investment Officer and Chief Compliance Officer.
John and his wife Ann have been married for over twenty-two years. They have two daughters and twin sons. His interests include golf, skiing, international travel and he is an avid Notre Dame football fan.
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.