Senior Wealth Advisor, Partner
Senior Wealth Advisor, Partner
John Gjertsen’s path to wealth management didn’t begin in finance; it began with code. After several years as a software engineer, John found himself captivated by a new kind of problem to solve: his own financial plan. What started as curiosity about tax strategies and long-term planning soon evolved into a full career pivot.
A Raleigh native, John holds a degree in Applied Mathematics and Managerial Studies from Rice University. His technical background and love of problem-solving laid a natural foundation for his work at BlueSky Wealth Advisors, which he joined in 2010. Today, he serves as a Senior Wealth Advisor and Partner, blending analytical rigor with a personal, client-first approach.
Now based in Acworth, Georgia, John brings both expertise and empathy to his role. As a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Enrolled Agent (EA), he’s equipped to guide clients through life’s complex financial decisions with clarity and care.
Why Wealth Management?
I was drawn to wealth management through a deep personal interest in financial planning and tax optimization. I saw a chance to apply my skillset in a way that empowered others, helping them plan wisely, minimize taxes, and reach meaningful goals.
Why BlueSky?
From the start, I appreciated BlueSky’s commitment to excellence. The fact that David Blain holds a CFA designation signaled that the firm took expertise seriously. That professionalism and integrity resonated—and still does.
Credentials and Education
BA, Applied Mathematics and Managerial Studies — Rice University
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Enrolled Agent (EA)
What Core Value Do You Resonate with Most?
Respect — Working with clients from diverse backgrounds and net-worth levels gives me the chance to honor their individual values and goals while fostering mutual understanding.
What's Your Favorite Part of Working at BlueSky?
It’s the camaraderie. I thrive in BlueSky’s collaborative environment, where teamwork isn’t just encouraged—it’s built into the culture.
What Do You like to do Outside of the Office?
I enjoy cooperative board games with my family and am always up for a good word or number puzzle.
I’ve volunteered twice with Samaritan’s Purse on domestic disaster-relief missions and look forward to doing it again.
I live in Acworth, Georgia, with my wife Abby and our four children.
Fun fact: I revealed each of my children’s names before birth through a complex, multistage puzzle.
