Johanna Mussro

FPQP®

BlueSky Wealth Advisors, LLC

Associate Planner

Johanna Mussro

FPQP®

BlueSky Wealth Advisors, LLC

Associate Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Johanna Mussro, FPQP®

252-633-0107 ext. 5

Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country

Johanna Mussro is a New Bern, NC fee-only financial planner.  BlueSky Wealth Advisors provides comprehensive financial planning and wealth management to help medical practitioners, small business owners, successful professionals, and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Johanna Mussro is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Johanna Mussro is a strategic member of the client advisory team. She helps to enhance client relationships, execute financial planning and investment tasks, prepare, gather, and organize client information for case design, scenario building, and plan developent.

Johanna brings more than 14 years of experience providing solutions-based service and ensuring a high level of client satisfaction in the investment field. Johanna served high net-worth clients across the Bay Area as a Senior Client Service Associate at a wealth management firm in Cupertino, California. Prior to that, she worked at a large investment management firm for over 8 years in Chicago, Illinois.

Johanna holds a B.A. in Photography from Columbia College in Chicago and has received an Investment Foundations certificate from the CFA Institute. Johanna is also fluent in Spanish.

In her free time Johanna volunteers at the Humane Society of Silicon Valley and previously lent her time to PAWS Chicago, a no-kill animal shelter, as lead volunteer.

Johanna Mussro is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina, Pleasanton, California and San Jose, California.

Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.

At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.

As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Johanna Mussro is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Paraplanner Qualified Professional™ (FPQP™)

    Johanna Mussro is a Financial Paraplanner Qualified Professional™ (FPQP™)

    Individuals who hold the FPQPTM designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

  • Dimensional Funds
    BlueSky Wealth Advisors, LLC is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

Contact Johanna Mussro

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Office Locations:

  • 2131 S Glenburnie Rd
    Suite 8
    New Bern, NC 28562

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