John Velazquez

John joins Blue Sky as their Client Services Manager Associate supporting the lead Financial Planner and Client Services Managers with financial planning, investment management, insurance services and administrative related activities for the firm clients. This includes gathering and analyzing data, developing financial planning recommendations, implementation, and management of individual portfolios.

He graduated from California State University Northridge with a Bachelor of Science in Business Administration with an emphasis in Financial Planning degree along with a Certificate in Personal Financial Planning in 2019 then received his CERTIFIED FINANCIAL PLANNER™ certification in 2023.

John is passionate about helping people with their personal endeavors and achieving their goals. Creating goals and sticking to a plan is critical for success. He is devoted to daily overachievement and client satisfaction.

When out of the office, John enjoys spending time with family and friends, participating in a book club, attending musical festivals, camping, and traveling. Staying active is important to him and does this through regular exercise and participating in an adult sport league. Ask him about his favorite travel spot!