David Blain

CFA

BlueSky Wealth Advisors

CEO & Senior Wealth Advisor

David Blain

CFA

BlueSky Wealth Advisors

CEO & Senior Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Blain, CFA

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

David Blain is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Blain is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

David Blain is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Small Business Advice
  • Investment Management
  • Real Estate Investing
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David Blain is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CFA - Chartered Financial Analyst
    David Blain is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

Contact David Blain

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 2131 S. Glenburnie Road
    Suite 8
    New Bern, NC 28562
  • 1811 Santa Rita Road
    Suite 211
    Pleasanton, CA 94566
  • 5201 Great America Parkway
    Suite 320
    Santa Clara, CA 95054

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser