David Blain
CFA, Chief Executive Officer of BlueSky Wealth Advisors
David L. Blain is the CEO of BlueSky Wealth Advisors, a fee-only financial advisory firm committed to improving the lives of clients worldwide. Growing up, David developed a strong work ethic and a passion for investing, thanks to the influence of his father and his early experiences working various jobs. After studying engineering at West Point and serving as an officer in the U.S. Army, he earned the Chartered Financial Analyst (CFA) designation in 2003. Following this, he and his wife moved to New Bern, North Carolina, where David built a successful team of advisors who provide financial solutions on a fiduciary basis.
In 2013, David expanded his firm by acquiring California-based Pleasanton Financial Advisors, leading to the rebranding of his company as BlueSky Wealth Advisors. Under his leadership, BlueSky Wealth Advisors has thrived, offering innovative, fee-only financial services to successful individuals and families while adhering to their core values and client-focused approach.