Ann Reilley
CFP®, CPA/PFS
Alpha Financial Advisors, LLC
Principal, CEO
Ann Reilley
CFP®, CPA/PFS
Alpha Financial Advisors, LLC
Principal, CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ann Reilley, CFP®, CPA/PFS
Fee Only Financial Planner Located in Charlotte, NC and Serving Clients Nationwide
Ann Reilley is a Charlotte, NC fee-only financial planner. Alpha Financial Advisors, LLC provides comprehensive financial planning and investment management to help corporate executives, physicians, lawyers, business owners, retirees, as well as expatriate clients and young professionals organize, grow and protect their assets through life’s transitions.
As a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA), Ann Reilley is uniquely qualified to understand complex issues surrounding effective financial, estate, and tax planning. Ann enjoys designing and implementing customized financial plans that provide clarity for clients. She believes it is paramount that recommended solutions align with each client’s unique vision, values, and goals. Ann’s commitment to excellence, integrity and authentic relationships helps her coach clients to make wise financial decisions. This gives clients the confidence and peace of mind to pursue their dreams knowing their finances are right on track. In addition to her client advisory role, Ann 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. After repatriating to Charlotte, Ann pursued her interest in tax planning and personal finance, earned her CFP® designation and joined Alpha in 2010. She is passionate about leading the Alpha team, and enjoys mentoring and developing leaders.
Ann is a member of the AICPA and has earned the Personal Financial Specialist designation. She is also a member of the North Carolina Association of CPAs and the National Association of Personal Financial Advisors (NAPFA). She served as Chair on NAPFA’s South Regional Board, as a member of NAPFA’s Finance Committee and is currently a member of the Audit Committee. Ann has been consistently recognized with the FIVE STAR Wealth Manager award from Charlotte Magazine and is frequently quoted in national news publications (several under her former name Ann Gugle). Ann enjoys spending time with her 4 children, traveling the world and building relationships with people of diverse backgrounds and experiences. She is inspired by those who are committed to growth, eager to learn and passionate about pursuing their life’s purpose.
Ann Reilley 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ann Reilley is a NAPFA-Registered Financial AdvisorThe 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.
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Ann Reilley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Ann Reilley is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Ann Reilley Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Ann Reilley is Quoted on Barrons: "Here’s How to Invest in a Roth IRA to Maximize Its Potential Returns"
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Ann Reilley is Quoted in Charlotte Business Journal: "How Charlotte's largest financial-planning firms are adapting during Covid-19 crisis"
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Ann Reilley is Quoted on Yahoo Finance: "Couples and Money: When Together Is Better"
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Ann Reilley is Quoted in US News and World Report: "The Triple Tax Benefit of Health Savings Accounts"
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Ann Reilley is Quoted in the Wall Street Journal: "How to Advise Clients on the Expat Experience"
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Ann Reilley is Quoted in the New York Times: "Devising a Tax Strategy After the Paycheck Is No More"
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Ann Reilley is Quoted in the Chicago Tribune: "When to seek out a financial adviser"
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Ann Reilley is Quoted in the Wall Street Journal: "Three Financial Advisers Discuss 2015 Outlook"
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Ann Reilley is quoted in InvestmentNews: "With $16.7B in new money, a banner year for Dimensional Fund Advisors"
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Ann Reilley is Quoted on Kiplinger: "How to Find the Right Financial Adviser for You and Your Money"
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Ann Reilley is Quoted in the Wall Street Journal: "When Clients Get Divorced"
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Ann Reilley Presented as a Panelist for NAPFA Webinar: "Implementing Your 2021 Strategy with Operations at the Wheel"
Contact Ann Reilley
Office Locations:
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11325 N Community House Road
Suite 410
Charlotte, NC 28277
