John Gjertsen, Cfa, Cfp®, Ea Email and Phone Number
John Gjertsen, Cfa, Cfp®, Ea work email
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John Gjertsen, Cfa, Cfp®, Ea personal email
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John Gjertsen, Cfa, Cfp®, Ea phone numbers
I am a software developer turned financial adviser, with a passion for helping people make intelligent choices regarding saving, investing, tax planning, and estate planning.• Strong interpersonal and analytical skills• Detail-oriented and client-focused• Consistently recognized by employers, instructors, and peers as knowledgable, adaptive, and productiveI was certified as a CFP® professional in 2009.I have been an Enrolled Agent since 2010.I have been a CFA professional since 2011.Specialties: Financial analysis, Operational efficiency, Spreadsheets, Technology
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PartnerBluesky Wealth AdvisorsAcworth, Ga, Us
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Senior Wealth AdvisorBluesky Wealth Advisors Apr 2010 - PresentNew Bern, North Carolina, UsWe simplify, organize, and help make sense of all the complexities of your life, while helping uncover the life goals that matter most to you.
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Wealth AdvisorBluesky Wealth Advisors 2010 - Dec 2017New Bern, North Carolina, Us
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Senior Wealth StrategistPaul Comstock Partners May 2018 - Jul 2018
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Sr. Wealth AdvisorPrivate Wealth Advisers Jan 2018 - Apr 2018
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Financial AdviserSteadfast Financial Services Sep 2007 - Apr 2010• Streamlined billing and rebalancing analysis procedures for $25MM AUM• Created and presented financial plans for high net-worth clients• Analyzed investment recommendations and evaluated suitability of alternatives• Supervised integration of new portfolio management system, including detailed audit of historical data• Set up and managed technical infrastructure
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Senior Software DeveloperPremieretrade Jul 2006 - Aug 2007Orlando, Florida, Us• Enhanced user-interface of real-time FOREX and stock trading application• Authored component responsible for calculation and display of technical indicators -
Software DeveloperRiptide Software Dec 2005 - Jun 2006• Created resuable components for next-generation US Army training software
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Software Developer/Team LeadNcr Corporation / Kinetics Jan 2003 - Nov 2005Atlanta, Georgia, Us• Engineered applications to provide self-service solutions in the travel industry• Prioritized assignments for team, providing accurate estimates for project milestones -
Software Developer/Project LeadScientific Atlanta Jun 2000 - Dec 2002Us• Directed development of first commercially-deployed video-on-demand application for digital cable• Led a team of programmers through aggressive schedule to meet all project deadlines -
Software DeveloperScientific Atlanta 2000 - 2002Us
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Testing & Systems AnalystFedex Services Jun 1996 - Jun 2000• Developed software architecture to support online distributed revenue system
John Gjertsen, Cfa, Cfp®, Ea Skills
John Gjertsen, Cfa, Cfp®, Ea Education Details
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University Of Central FloridaFinancial Planning -
Rice UniversityManagerial Studies
Frequently Asked Questions about John Gjertsen, Cfa, Cfp®, Ea
What company does John Gjertsen, Cfa, Cfp®, Ea work for?
John Gjertsen, Cfa, Cfp®, Ea works for Bluesky Wealth Advisors
What is John Gjertsen, Cfa, Cfp®, Ea's role at the current company?
John Gjertsen, Cfa, Cfp®, Ea's current role is Partner.
What is John Gjertsen, Cfa, Cfp®, Ea's email address?
John Gjertsen, Cfa, Cfp®, Ea's email address is jb****@****ail.com
What is John Gjertsen, Cfa, Cfp®, Ea's direct phone number?
John Gjertsen, Cfa, Cfp®, Ea's direct phone number is +125277*****
What schools did John Gjertsen, Cfa, Cfp®, Ea attend?
John Gjertsen, Cfa, Cfp®, Ea attended University Of Central Florida, Rice University.
What are some of John Gjertsen, Cfa, Cfp®, Ea's interests?
John Gjertsen, Cfa, Cfp®, Ea has interest in Technology, Cooking, Board Games, Investing.
What skills is John Gjertsen, Cfa, Cfp®, Ea known for?
John Gjertsen, Cfa, Cfp®, Ea has skills like Financial Analysis, Investments, Wealth Management Services.
Who are John Gjertsen, Cfa, Cfp®, Ea's colleagues?
John Gjertsen, Cfa, Cfp®, Ea's colleagues are Madison Carneiro, Fpqp™, Christie Bonacci, Cpa/pfs, John Cruz, Haley Lugo-Pichardo, Morgan Styron, John Staton, Tara Hughes, Cpa/pfs, Cgma.
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