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 EducationBA, 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.