John Gjertsen
CFA®, CFP®, EA
BlueSky Wealth Advisors, LLC
Senior Wealth Advisor
John Gjertsen
CFA®, CFP®, EA
BlueSky Wealth Advisors, LLC
Senior 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 provides comprehensive financial planning and wealth management to help medical practictioners, 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, John Gjertsen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John Gjertsen has been a valuable member of the BlueSky team since 2010. In addition to his CFP® credential, John is a CFA charterholder and an Enrolled Agent (EA) with the IRS. He is responsible for supervising the team's financial planning and investments strategies and assists with clients' day-to-day needs.
A native of North Carolina, John spent two years as a financial adviser in Orlando, Florida before joining BlueSky Wealth Advisors. Prior to that, he spent 11 years as a software developer, a career that shared the common element of creating customized solutions given unique constraints.
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, the Financial Planning Association, and the National Association of Personal Financial Advisors.
John lives in Acworth, Georgia with his wife and four children.
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
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John Gjertsen is a NAPFA-Registered Financial AdvisorThe 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.
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John Gjertsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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John Gjertsen is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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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.
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BlueSky Wealth Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional 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 John Gjertsen
Office Locations:
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2131 S. Glenburnie Rd
Suite 8
New Bern, NC 28562 -
1811 Santa Rita Road
Suite 214
Pleasanton, CA 94566 -
1735 N. 1st Street
Suite 295
San Jose, CA 95122
