BlueSky Wealth Advisors, LLC

BlueSky Wealth Advisors’ mission is to be indispensable in helping our clients improve their lives through the application of financial planning and investment strategies that address the unique circumstances and goals of each individual or family we serve. The advice we provide is grounded by a strict fiduciary standard. We also use the same belief system for our fee structure, client services and investment philosophies.

As a client of BlueSky Wealth Advisors, you will have an expert team of trusted advisors that are capable of advising on virtually any financial issue that may arise. Our professional staff, led by David L. Blain, CFA, has over 70 years of experience in investment management, financial planning, operations and client service.

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Advisors at this Office

Associates at this Office

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Associates at Other Firm Offices

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This Office

1735 N 1st St Ste 295 San Jose, CA 95112-4511 Phone: (408) 657-6880

Primary Office

2131 S Glenburnie Rd Ste 8 New Bern, NC 28562-2241 Phone: (252) 633-0107 Fax: (252) 633-3917

Other Offices

1735 N 1st St Ste 295 San Jose, CA 95112-4511 Phone: (408) 657-6880
1811 Santa Rita Rd Ste 211 Pleasanton, CA 94566-4732 Phone: (925) 846-3768 Fax: (925) 600-7574