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, 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
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David Blain is a NAPFA-Registered Financial AdvisorThe 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.
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David Blain is a CFA® charterholderA 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
Office Locations:
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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