Al Gugliotta has been in the financial services industry for over 20 years with several organizations including: New York Life, JP Morgan Chase, and Wells Fargo. He holds his series 7, 66, 63, Life, Health, and Annuity licenses. Al is also a Chartered Retirement Planning Counselor, CRPC^®.

His focus is on 401k, IRA and overall investment and retirement income planning. Al enjoys helping clients preserve and manage their assets through investment strategies that complement their life goals. Al earned a Bachelors degree in Psychology at the State University of New York in 1995.

Al is originally from Huntington, NY has been living in Charlotte with his daughter, Mia, for over 15 years. He is a Certified Power Yoga instructor and earned his 200 hour teacher certification in October 2011. Yoga has helped Al develop the patience and understanding necessary to keep his clients focused when market and economic conditions become turbulent. In his free time, Al also enjoys soccer, running and playing drums.