David Blain
CFA®
BlueSky Wealth Advisors
CEO & Senior Wealth Advisor
David Blain
CFA®
BlueSky Wealth Advisors
CEO & Senior Wealth Advisor
Our value benchmark is based on how our clients' lives would be, both financially and emotionally, if we were not present. - 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 financial planning and wealth management to help medical practictioners, small business owners, successful professionals and retirees 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 L. Blain, CFA®, is the Chief Executive Officer and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 1999. He is responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and sophisticated tax strategies for clients and is responsible for setting the firm-wide investment strategy.
David received a Bachelor of Science in 1989 from The United States Military Academy at West Point, where he was a Distinguished Honor Graduate and member of the Phi Kappa Phi Honor Society. Before his career in finance, he served with distinction for 10 years in U.S. Army Airborne, Ranger, and Special Operations units.
He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). He currently serves on the Board of Directors of CarolinaEast Health System in New Bern, where he chairs the Investment Committee. Previously David was on the Board of Advisors and Finance Committee of the West Point Association of Graduates, Treasurer for Big Brothers Big Sisters of South Eastern North Carolina, President of the Cumberland Interfaith Hospitality Network, and Treasurer of Catholic Charities of the Diocese of Raleigh. He served as the Chairman of the New Bern Heart Ball and has provided countless hours of volunteer service to numerous other charitable organizations. In addition to his many board duties, he has coached youth league baseball and soccer teams in the New Bern area for more than a decade.
David is a recognized speaker on investments, financial planning, and taxes. He has written for and been quoted in numerous trade journals and mass media outlets, including Money magazine, BusinessWeek, U.S. News & World Report, 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. Under his leadership, BlueSky has received several awards and accolades throughout its history for their quality of advice, growth rate, and client satisfaction
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 a 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
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 a 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. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
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BlueSky Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
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David Blain is Quoted in US News and World Report: "How to Pay Taxes on Investment Income"
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David Blain is Quoted in The Fiduciary News: "The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool"
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David Blain is quoted by AdvisorPerspectives: "Ownership in an Operating Business"
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BlueSky Wealth Advisors is a Member of the New Bern Chamber of Commerce
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 -
1735 N. 1st Street
Suite 295
San Jose, CA 95122