Ann Gugle

Principal, Alpha Financial Advisors, LLC

Ann Gugle is Principal and CEO at Alpha Financial Advisors in Charlotte, NC. 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 a workable, realistic, and custom-tailored financial plan 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.

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.

Past Appearances

Your Money: October 2, 2018

Host Kent Smetters is joined by Christian Koch (Presiden/Owner, KAM South), Ann Gugle (Principal, Alpha Financial Advisors, LLC), and Dawn Graham (Director of Career Management; Personal Career Coach; Host of “Career Talk” on Wharton Business Radio, Wharton Executive MBA) on the Tuesday, October 2, 2018 edition of Your Money.Read More

Air Date: Tuesday, October 2, 2018

Your Money: April 5, 2016

Host Kent Smetters is joined by Lynn Buchholz (Founder, Buchholz Financial Planning), Curt Stowers (President, F5 Financial Planning), and Ann Gugle (Principal, Alpha Financial Advisors, LLC) on the Tuesday, April 5, 2016 edition of Your Money.Read More

Air Date: Tuesday, April 5, 2016

Spotlight

On Wharton Business Radio

In the Workplace: October 4, 2018 Episode Featured ImageIn the Workplace: October 4, 2018

Ann Gugle is Principal and CEO at Alpha Financial Advisors in Charlotte, NC. 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 thatRead More

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