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John Gjertsen assists in the development of customized, strategic wealth plans and ongoing portfolio monitoring to ensure portfolios maintain their disciplined investment strategy. He supports relationship managers in providing clients with accurate and timely recommendations and advice.
Holding the designations of Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, and Enrolled Agent, John’s passion is to help people achieve their goals by making better decisions as consumers, taxpayers, and investors. John graduated from Rice University with a double major in Computational and Applied Mathematics and Managerial Studies, and spent a decade in software development before discovering his passion for providing financial advice.
John’s financial advisory career began in 2007. Prior to joining Paul Comstock Partners, he worked as a Senior Wealth Advisor with BlueSky Wealth Advisors.