John Gugle (CFP®, CRPC®)

John Gugle focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • ExPat and Cross Border Issues
  • Financial Psychology/Coaching

Planning Specialties

Helping people achieve their financial goals and understand today's increasingly complex financial environment are the biggest reasons I enjoy the Financial Planning profession.  I may not have gone through retirement personally, but I have advised many people who have reached retirement.  I may not have lost a spouse, but I have comforted many widows who have unexpectedly lost a loved one.  Being a Certified Financial Planner™ licensee and tapping the cumulative experience of my clients' lives, benefits all of our clients. I know the financial issues you face to survive marriage, welcome children, encounter job loss or divorce, navigate retirement, or endure the death of a spouse. My calling is to provide unbiased advice on how to maneuver through your financial life with the best financial decisions at critical times.

Additional Information

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 three years.  They have two daughters and twin sons.  His interests include golf, skiing, international travel and he is an avid Notre Dame football fan.

NAPFA Start Date

August 30, 2006


This Office

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