David Blain (CFA®)

David Blain focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Tax Planning

Planning Specialties

David founded BlueSky Wealth Advisors in 1999. He is primarily responsible for defining overall firm policies, strategy and goals. He also formulates advanced financial planning and complex tax strategies for clients, and is responsible for setting the firm-wide investment strategy.

David received a BS in engineering from West Point in 1989 where he was a Distinguished Honors Graduate and member of the Phi Kappa Phi Honor Society. Prior to his career in finance, he served for 10 years in U.S. Army Airborne, Ranger and Special Operations units.

He is a member of the CFA Institute and the New Bern and Pleasanton Chambers of Commerce. David is on the Board of Directors and chairs the Finance Committee of the West Point Association of Graduates. He also serves on the Board of Directors of CarolinaEast Health Systems in New Bern, where he chairs the Investment Committee. In addition to his many board duties, he coaches youth league baseball and soccer teams in the New Bern area.

David is a recognized speaker on investments, financial planning, and taxes. He has written for and been quoted in numerous trade journals including 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.

David resides in Trent Woods, North Carolina with his wife and five children.

Additional Information

BlueSky exists to help people reach their goals and navigate the vagaries of living in a complicated financial world. There is no greater professional satisfaction for me than being an integral part of that process. And as an added bonus, every day I get to work with dynamic, dedicated and very talented colleagues.

I enjoy helping people believe in, and then achieve, what they want out of life by maximizing the assets they have or assisting them in developing new resources. It’s about striving for a lifestyle they can envision but aren’t sure how to achieve. It’s not necessarily about more or better; maybe it’s the ‘life of less’ they dream about. Life is full of opportunities, and we are here to encourage people to reach out for them.

NAPFA Start Date

December 09, 1999

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This Office

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

Other Offices

1811 Santa Rita Rd Ste 211 Pleasanton, CA 94566-4732 Phone: (925) 846-3768 Fax: (925) 600-7574
2131 S Glenburnie Rd Ste 8 New Bern, NC 28562-2241 Phone: (252) 633-0107 Fax: (252) 633-3917