Alpha Financial Advisors, LLC
Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide
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 family and staying active outdoors. She is an avid traveler and enjoys meeting people with diverse backgrounds who are eager to learn and are passionate about pursuing their life’s purpose.
Ann Gugle is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ann Gugle is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ann Gugle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Ann Gugle
11325 N Community House Road
Charlotte, NC 28277