Alpha Financial Advisors
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), NAPFA-Registered Financial Advisor, and Certified Trust and Financial Advisor (CTFA), Janice McGunnigle 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.
Janice McGunnigle 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 strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents.
Our Vision and Core Belief
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
Janice McGunnigle 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.
Janice McGunnigle 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.
Janice McGunnigle is a Certified Trust and Financial Advisor (CTFA)
Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. The CTFA credential is appropriate for professionals who have a career in banking, broking, financial planning, taxation or trust administration.
Contact Janice McGunnigle
11325 N Community House Road
Charlotte, NC 28277