John Gugle, Cfp®, Cdfa®, Crpc® Email and Phone Number
John Gugle, Cfp®, Cdfa®, Crpc® work email
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John Gugle, Cfp®, Cdfa®, Crpc® personal email
John Gugle, Cfp®, Cdfa®, Crpc® phone numbers
With over 17 years experience as a Financial Advisor, I am a wealth management expert specializing in building long-term, trust-based relationships with high-net-worth clients. My entrepreneurial spirit and proven track record in personal finance strategies set me apart. I am dedicated to helping clients achieve financial success and live their best lives.My career spans banking, management consulting, wealth management, and mortgage banking in both the US and Japan. I am a graduate of the University of Notre Dame where I majored in Finance and Japanese. That led me to work in Tokyo Japan at large global financial firms for almost 8 years before moving to Charlotte NC. As a Certified Financial Planner™ and Chartered Retirement Planning Counselor, I bring a wealth of knowledge and adaptability to every client interaction.
Gugle Wealth Advisory
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Founder & CeoGugle Wealth Advisory Mar 2024 - PresentAs a dedicated fiduciary, my goal is to prioritize your best interests. This is why I adopt a flat-fee structure, aligning my incentives with your financial success. With over 17 years of experience, I've seen how the traditional AUM model often benefits advisors more than clients. A flat-fee approach ensures transparency and fairness, allowing you to keep more of your hard-earned money.
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Chief Development OfficerCharity Playbook Oct 2023 - Apr 2024John Gugle is a personal finance expert who believes in the power of philanthropy and importance of supporting charitable organizations. John has long promoted the importance of philanthropy to his wealth management clients because he believes true joy and happiness directly comes from one’s own generosity and compassion. -
Wealth Management SpecialistGlg Jan 2023 - Oct 2023New York, Ny, UsAs a GLG Network Member, I bring 17 years’ of experience in the wealth management industry to help clients solve some of their toughest business challenges around meeting clients' wealth needs and delivering sound advice in volatile financial times.GLG is the world’s insight network. It connects decision makers to the right experts so they can act with the confidence that comes from true clarity and have what it takes to get ahead. Its network of experts is the world’s largest and most varied source of first-hand expertise. -
Vp, Wealth ConsultantLpl Financial Jul 2022 - Jan 2023San Diego, Ca, UsCoach Financial Advisors on how to accelerate growth in their practices leveraging financial planning & technology.* Host workshops for Financial Advisors discussing technology, process and growth strategies.* Visit Advisors’ offices to discuss their business with LPL and advise them on practice management.* Engage senior leadership teams at large enterprise firms to align consulting advice with their initiatives. -
Mortgage BankerAtlantic Bay Mortgage Group Mar 2022 - Jul 2022Virginia Beach, Virginia, Us* Was hired away by an established loan team to drive new loan business development. -
Mortgage Loan OfficerLemonbrew Feb 2021 - Mar 2022Iselin, New Jersey, UsBuilt relationships with borrowers, Realtors, and other stakeholders to find loan opportunities.* Originated & closed 87 loans for $35M in loan volume.* Named 2021Q2 Star Brewer award winner for Best Loan Originator in the company.* Partnered with prior Financial Planning connections to identify potential clients with loan needs. -
Co-Owner And PrincipalAlpha Financial Advisors, Llc Apr 2005 - Nov 2019Charlotte, Nc, UsStarted an RIA firm and built a very successful wealth management practice. Delivered outstanding holistic planning services and portfolio management that yielded above average returns.* Grew assets under management at an average annual rate of 30% from $6M to $280M.* Led sales and marketing efforts to grow the overall number of client relationships by 15% per year through various networking activities, cultivating relationships with key centers of influence and driving referral from existing clients.* Maintained outstanding client retention with an average of 97% year over year.* Researched and selected investments, constructed portfolios, and reported client performance.* Developed very tax-efficient portfolios incorporating asset location optimization, captured tax loss harvesting opportunities and managed the annual year-end trading. As a result, avoided excessive capital gains distributions reducing annual portfolio expense ratio from 0.97 to 0.55.* Managed portfolio trading & rebalancing at Schwab, TD Ameritrade and other custodial platforms.* Led the efforts to manage $70M across 120 different 401(k) accounts using data aggregation tools to incorporate retirement plan investments into the overall client investment portfolio.* Managed the project to evaluate portfolio management systems, select Orion as our replacement and implement Orion, which resulted in significant time savings and process efficiencies.* Hired and trained five Millennials and there was no turnover, still with the firm.* Departed the company selling partnership share helped promote continuity for the team and led to an overall 98% client retention. -
Financial PlannerCarroll Financial Associates 2003 - 2005Charlotte, Nc, Us* Attended client meetings, produced financial plans, and answered client’s investment questions.* Built a growing book of business by applying valuable practice management and client communication skills. * Earned CFP® designation by completing professional education program, passing comprehensive examination, and meeting work-experience requirement. -
Financial AdvisorUbs Painewebber 2002 - 2003Zurich, Ch* Advised clients on their investment portfolios and managed retail client relationships -
Senior ManagerMorgan Stanley 1998 - 2002New York, Ny, Us* Responsible for business process improvement and system development projects. Initiatives included planning for a new Equity settlements system, modification of a Japanese bond coupon application, and development of documentation scanning and storage application.* Analyzed the operational requirements and vendor package selection criteria for developing a retail securities business in Japan. Provided project support to new retail business initiative including development of target product mix, analysis of operational needs, and future state design planning. -
Senior ConsultantPrice Waterhouse Consulting 1997 - 1998Gb* Worked on the Global Capital Markets team with a concentration in Change Integration. -
Project ManagerChase Manhattan Bank 1992 - 1997New York, Ny, Us
John Gugle, Cfp®, Cdfa®, Crpc® Skills
John Gugle, Cfp®, Cdfa®, Crpc® Education Details
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University Of Notre DameFinance & Japanese -
College For Financial PlanningFinancial Planning
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Sophia UniversityJapanese
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St. Charles Preparatory
Frequently Asked Questions about John Gugle, Cfp®, Cdfa®, Crpc®
What company does John Gugle, Cfp®, Cdfa®, Crpc® work for?
John Gugle, Cfp®, Cdfa®, Crpc® works for Gugle Wealth Advisory
What is John Gugle, Cfp®, Cdfa®, Crpc®'s role at the current company?
John Gugle, Cfp®, Cdfa®, Crpc®'s current role is Founder & CEO at Gugle Wealth AdvisoryFinancial Planner | Entrepreneur | Relationship Manager | Business Development.
What is John Gugle, Cfp®, Cdfa®, Crpc®'s email address?
John Gugle, Cfp®, Cdfa®, Crpc®'s email address is jo****@****bay.com
What is John Gugle, Cfp®, Cdfa®, Crpc®'s direct phone number?
John Gugle, Cfp®, Cdfa®, Crpc®'s direct phone number is +170471*****
What schools did John Gugle, Cfp®, Cdfa®, Crpc® attend?
John Gugle, Cfp®, Cdfa®, Crpc® attended University Of Notre Dame, College For Financial Planning, Sophia University, St. Charles Preparatory.
What are some of John Gugle, Cfp®, Cdfa®, Crpc®'s interests?
John Gugle, Cfp®, Cdfa®, Crpc® has interest in Social Services, Children, Economic Empowerment, Politics, Science And Technology.
What skills is John Gugle, Cfp®, Cdfa®, Crpc® known for?
John Gugle, Cfp®, Cdfa®, Crpc® has skills like Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Investments, Investment Advisory, Insurance, Asset Management, Financial Advisory, Asset Allocation, Strategic Financial Planning, Estate Planning.
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