Janice McGunnigle (CFP®, CTFA)

Janice McGunnigle focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Janice A. McGunnigle is a Wealth Manager at Alpha Financial Advisors, LLC.  As a Wealth Manager, Janice works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.

Janice began her professional career in estate planning and wealth management while working in the private clients group of a large banking institution, as well as a local, smaller banking institution in Boston.  Subsequently, she joined Matrix Wealth Advisors, Inc. (now Modera Wealth Management) where she served as an integral member of that firm’s financial planning team for 10 years. 

Additional Information

She graduated cum laude from Saint Anselm College in Manchester, NH with a Bachelor of Arts Degree in Business. Janice completed the Cannon Financial Trust School and was awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. She completed the CFP® certificate program through Boston University and has been awarded the CFP® (Certified Financial Planner™) certification.  

While not working, Janice enjoys traveling and spending time with her family.  As a former college basketball player, Janice remains passionate about sports and being active.

NAPFA Start Date

August 06, 2012


This Office

11325 N Community House Rd Ste 410 Charlotte, NC 28277-0734 Phone: (704) 716-1100 Fax: (704) 716-1101