Senior Financial Planner
Johanna 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 development.
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.
What do you enjoy most about being part of BlueSky?
I enjoy forming relationships with the clients, gaining their trust and helping them through life’s big transitions.
What does “improving the quality of our clients’ lives” mean to you?
Helping clients reach their financial goals whatever they might be, retirement, paying for their child’s education or buying a second home.
What keeps you busy when you’re not working?
My family here in California; my husband and two rescued pets as well as my family back in Chicago. I enjoy reading a good book, yoga, photography and traveling.