John Gjertsen

CFA, CFP®, EA

BlueSky Wealth Advisors, LLC

Wealth Advisor

John Gjertsen

CFA, CFP®, EA

BlueSky Wealth Advisors, LLC

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Gjertsen, CFA, CFP®, EA

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

John Gjertsen is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Gjertsen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

John is located in Acworth, Georgia and works with the New Bern advisory team. He is responsible for formulating and implementing financial planning strategies and managing day-to-day client advisory needs. He also assists with portfolio construction, trading, and monitoring.

A native of North Carolina, John spent two years as a financial adviser in Orlando, Florida before joining BlueSky Wealth Advisors in 2010. Prior to becoming an advisor, he spent 11 years as a software developer.

John holds dual degrees in computational and applied mathematics and managerial studies from Rice University in Houston, Texas. He is a member of the CFA Institute and the National Association of Personal Financial Advisors.

John lives in Acworth, Georgia with his wife and three children.

What do you enjoy most about being part of BlueSky?

There’s a lot of minutiae and complexity surrounding capital markets, the tax code, the legal system, and myriad other things we navigate all the time for our clients. It’s a great feeling to research and solve problems for clients so they can remain focused on their life goals while we’re working on the details.

What does “improving the quality of our clients’ lives” mean to you?

We like to challenge many of our clients to think outside of their status quo and develop a vision for their life and legacy. Our recommendations can involve taking fairly significant actions (i.e., buying or selling real estate), but all recommendations revolve around a customized vision of their future that we’ve helped our clients imagine.

What keeps you busy when you’re not working?

I like to spend time with my three children, play complex board games, and edit video. In 2014, we developed a motto for our family to set goals for our homeschooled children, and it applies well to how we aspire to prioritize our own activities.

John Gjertsen 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 and Pleasanton, 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)
    John Gjertsen is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    John Gjertsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst
    John Gjertsen is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Enrolled Agent with the IRS (EA)
    John Gjertsen is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact John Gjertsen

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Office Locations:

  • 2131 S. Glenburnie Rd
    Suite 8
    New Bern, NC 28562
  • 1811 Santa Rita Road
    Suite 211
    Pleasanton, CA 94566
  • 1735 N. 1st Street
    Suite 295
    San Jose, CA 95122

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