Meet William C. Guge

As a Senior Wealth Manager at The Retirement Planning Group, William’s primary goal is to help clients plan and achieve their cherished financial goals. Based in North Carolina, he is a seasoned Financial Advisor with extensive experience in developing comprehensive wealth management strategies. He has developed a well-rounded foundation in areas such as retirement planning, tax planning, estate planning, and divorce planning. Known for his thoughtful and client-centered approach, William enjoys creating personalized strategies that provide both clarity and confidence for the future.

His career includes key roles at well-known firms such as Fidelity Investments, Charles Schwab & Co., and Ameriprise Financial. In each, he was recognized for his ability to build lasting relationships and deliver meaningful financial guidance. Beyond his work with clients, William also shares his passion for financial literacy through volunteer efforts, including time spent teaching local high school students the value of smart financial habits.

At the heart of his work is a belief that trust and genuine connection are essential to every client relationship. His approachable style and strategic mindset allow him to serve as a steady guide through both everyday decisions and long-term planning.

Outside of work, William enjoys an active and full life with his fiancée, Zoe, and their two pets. He is passionate about golf, cooking, and exploring new cuisines, as well as traveling to new destinations. Together, he and Zoe share a passion for traveling, constantly seeking new destinations and experiences to enrich their lives.