John Gugle, CFP®, CDFA®, CRPC®
Plan Wisely, Pay Less, Profit Most
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Gugle Wealth Advisory
John Gugle, CFP®, CDFA®, CRPC®
Charlotte, NC
Serving Clients Nationwide
Plan Wisely, Pay Less, Profit Most
Areas of Focus
- Divorce Financial Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Hi, I'm John Gugle. I am the Founder and CEO of Gugle Wealth Advisory.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™, a Certified Divorce Financial Analyst® practitioner, and a Chartered Retirement Planning Counselor, I bring a wealth of knowledge and adaptability to every client interaction.
I have successfully guided clients through every stage of the economic cycle, including the Great Financial Crisis of 2008-2009. Unlike many advisors who rely on passive, cookie-cutter investment approaches, I actively manage portfolios, adapting to changing market conditions to protect and grow my clients' wealth.
My approach aligns with the strategies of renowned investors like Warren Buffett, who prioritize readiness for market corrections. I believe in dynamic portfolio management to navigate the complexities of today's financial landscape.
Let's work together to achieve your financial goals with personalized, proactive financial strategies.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Charlotte NC
Video
Meeting Options
- Video Conference
- In-Person
Compensation Methods
- Flat Fee
Offers Investment Management
Yes
About our Firm
Gugle Wealth Advisory offers comprehensive financial planning and wealth management services to our neighbors in Charlotte North Carolina and the surrounding area. We operate as a Flat-Fee advisory firm, which means we charge all clients the same fee which is commensurate with the work performed and tied closely to an outstanding client experience. We do not believe it is fair to tie an Advisory fee to your investable assets.✔️ Intimate Client Experience
I want to get back to the root of superior client service. Just an intimate client experience with a complete focus on the client’s needs.
✔️ Serving Charlotte, NC
My focus is primarily serving clients locally, providing concierge financial services to Charlotte, NC metro. Message for virtual opportunities.
✔️ Navigating Divorce
I want my clients who are about to go through divorce or who have been through divorce to rediscover who they really are and be determined to move past that difficult phase of life.
✔️ Helping Physicians
You want a partner you can trust—an experienced professional and true fiduciary who acts in your best interests.
Fiduciary Financial Advisor
Being a trusted fiduciary means always putting my clients' best interests first. I know from experience that the traditional AUM model often favors the advisor's earnings over client needs. That is why I am providing my advisory services for a flat fee - it ensures my work is tied to the work performed, not to the size of my client's investment portfolio. My flat fee approach is designed to provide clear, fair and client-focused financial advice, setting Gugle Wealth Advisory apart in the industry.
Education
University of Notre Dame, BBA Finance, Japanese
Volunteer Experience
University of Notre Dame ND Loyal Ambassador 2018 - Present
Hobbies and Interests
- Baseball
- Church
- Family
- Football
- Golf
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Physicians
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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