John Gjertsen (CFA, CFP®, EA)
John Gjertsen focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
John Gjertsen, CFA, CFP®, EA, is a wealth advisor responsible for formulating and implementing standard financial planning strategies and managing day to day client advisory needs. He also manages day-to-day portfolio construction, trading and monitoring.
A native of North Carolina, John spent two years as a financial adviser in Orlando, Florida before joining D. L. Blain & Co. in 2010. Prior to becoming an advisor, he spent 11 years as a software developer. John holds dual degrees in Computational and Applied Mathematics and Managerial Studies from Rice University in Houston, Texas. He is member of the CFA Institute and the FPA.
John lives in Trent Woods, North Carolina with his wife and two sons.
Additional Information
There’s a lot of minutiae and complexity surrounding capital markets, the tax code, the legal system, and myriad other things we navigate all the time for our clients. It’s a great feeling to research and solve problems for clients so they can remain focused on their life goals while we’re working on the details.
We like to challenge many of our clients to think outside of their status quo and develop a vision for their life and legacy. Our recommendations can involve taking fairly significant actions (i.e., buying or selling real estate), but all recommendations revolve around a customized vision of their future that we’ve helped our clients imagine.
NAPFA Start Date
August 30, 2018
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