David L. Blain

David L. Blain

| CFA®

BlueSky Wealth Advisors

925-846-3768

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Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Planning for Business Owners
  • High Net-Worth Clients
  • Tax Planning
  • Women's Financial Issues
  • Financial Planning
  • Small Business Planning
  • Portfolio Management
  • Estate Planning
  • Tax Preparation
  • Real Estate

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1811 Santa Rita Road
Suite 211
Pleasanton, CA 94566

2131 S. Glenburnie Road
Suite 8
New Bern, NC 28562

5201 Great America Parkway
Suite 320
Santa Clara, CA 95054

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

David Blain is the Chief Executive Officer and Senior Wealth Advisor.  BlueSky Wealth Advisors creates financial solutions for successful individuals and families through our comprehensive approach to financial planning and investment management. David Blain is a NAPFA-Registered Financial Advisor.

David Blain, CFA®,founded BlueSky Wealth Advisors in 1999. He is primarily responsible for defining overall firm policies, strategy and goals. He also formulates advanced financial planning and complex tax strategies for clients, and is responsible for setting the firm-wide investment strategy.

David received a BS in engineering from West Point in 1989 where he was a Distinguished Honors Graduate and member of the Phi Kappa Phi Honor Society. Prior to his career in finance, he served for 10 years in U.S. Army Airborne, Ranger and Special Operations units.

He is a member of the CFA Institute and the New Bern and Pleasanton Chambers of Commerce. David is on the Board of Directors and chairs the Finance Committee of the West Point Association of Graduates. He also serves on the Board of Directors of CarolinaEast Health Systems in New Bern, where he chairs the Investment Committee. In addition to his many board duties, he coaches youth league baseball and soccer teams in the New Bern area.

David is a recognized speaker on investments, financial planning, and taxes. He has written for and been quoted in numerous trade journals including Money magazine, The Wall Street Journal and other national and local publications. He was for five years the host of “All Things Money with David Blain”, a weekly television and radio program.

David resides in Trent Woods, North Carolina with his wife and five children.

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BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina and Pleasanton, California.

Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.

At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.

As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.

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