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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 Physicians: You want a partner you can trust—an experienced professional and true fiduciary who acts in your best interests. You seek a close connection with a financial expert who understands your profession and has guided many physicians toward financial independence and success. I have extensive experience and knowledge with Atrium and Novant benefit plans.

- Navigating divorce: As a Financial Advisor, I am uniquely positioned to support men navigating divorce. My personal experience enables me to help clients filter out the emotional noise and focus on making sound financial decisions, avoiding common pitfalls. I aim to help clients heal, giving them the confidence to achieve their financial goals despite the hardships of divorce. Moving past the pain is crucial for focusing on the present and preparing for the future, ensuring financial stability.

Additional Information

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.

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.

NAPFA Start Date

July 12, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5308 Orchid Bloom Dr Indian Land, SC 29707 Phone: (704) 807-3958
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