John T. Gugle, CFP^®

At Gugle Wealth, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client true peace of mind. We define peace of mind as a deeply rooted confidence that comes from feeling in control and knowing your financial plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and peace of mind – that we believe our clients have the highest potential to realize their goals. Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success. We serve two key niche clients - doctors and men going through the turbulence of divorce. Sadly there is a large overlap of those two key client demographics. Having gone through my own divorce and learned so much from that, I have enrolled in the IDFA coursework in order to obtain my CDFA designation. I want to help men avoid making critical financial mistakes during and after their divorce. It is an important time to have guidance on how to make wise financial decisions.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Personal Taxes