David Blain, Cfa

David Blain, Cfa Email and Phone Number

CEO & Founder at BlueSky Wealth Advisors @ BlueSky Wealth Advisors LLC
new bern, north carolina, united states
David Blain, Cfa's Location
New Bern, North Carolina, United States, United States
About David Blain, Cfa

David L. Blain, CFA is the Chief Executive Officer 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 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 and the National Association of Personal Financial Advisors (NAPFA). He currently serves as Chairman on the Board of Directors of CarolinaEast Health System in New Bern, where he also 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, 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, Wharton Business Radio "Spotlight: Your Money", BusinessWeek, U.S. News & World Report, 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. 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, Cfa's Current Company Details
BlueSky Wealth Advisors LLC

Bluesky Wealth Advisors Llc

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CEO & Founder at BlueSky Wealth Advisors
new bern, north carolina, united states
Website:
blueskywa.com
Employees:
23
David Blain, Cfa Work Experience Details
  • Bluesky Wealth Advisors Llc
    Ceo & Senior Wealth Advisor
    Bluesky Wealth Advisors Llc Sep 1999 - Present
    New Bern, North Carolina
    BlueSky Wealth Advisors is a fee-only, independent financial advisory firm founded in 1999 on the belief that clients deserve honest, high-quality, reliable advice for a transparent and reasonable price.For over 25 years, our highly personalized blend of investment management and comprehensive financial planning has helped clients reduce their taxes, generate passive income, and create a legacy they love.​Your path to financial independence is dynamic and unique. Our proprietary complexity-based pricing model ensures the price you pay is always as transparent and customized as the expert guidance you receive.
  • Us Army
    Officer
    Us Army May 1989 - Sep 1999
    Served in the 82nd Airborne Divison, 2nd Ranger Battalion, US Special Operations Command, and US Army John F. Kennedy Special Warfare Center and School.

David Blain, Cfa Education Details

Frequently Asked Questions about David Blain, Cfa

What company does David Blain, Cfa work for?

David Blain, Cfa works for Bluesky Wealth Advisors Llc

What is David Blain, Cfa's role at the current company?

David Blain, Cfa's current role is CEO & Founder at BlueSky Wealth Advisors.

What schools did David Blain, Cfa attend?

David Blain, Cfa attended United States Military Academy At West Point, University Of Notre Dame.

Who are David Blain, Cfa's colleagues?

David Blain, Cfa's colleagues are Tiffany Cassell, Cpb, Haley Lugo-Pichardo, John Cruz, Caroline Jones, Cfp®, Ms, Ea, Cdfa®, Christie Bonacci, Cpa/pfs, Johanna Mussro, Christina Boland.

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