David Blain

About David Blain

David L. Blain, CFA is the Chief Executive Officer at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 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.

Experience

1. CEO & Senior Wealth Advisor

   Bluesky Wealth Advisors

   Sep 1999 — Present · New Bern, NC, US

   BlueSky Wealth Advisors is a fee-only, independent financial advisory firm founded in 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.

Education

• University of Notre Dame

  ENGINEERING

  1984 — 1985

• United States Military Academy at West Point

  BS

  1985 — 1989

Skills

• Insurance
• Portfolio Management
• Start-Ups
• Financial Services
• Finance
• Alternative Investments
• Real Estate
• Financial Modeling
• Equities
• Investment Management
• Leadership
• Strategic Financial Planning
• Investments
• Wealth Management
• Strategy
• Investment Advisory
• Tax
• Wealth Management Services
• Wealth
• Asset Management
• Program Management
• Asset Managment
• Team Building