David L. Blain, CFA Founder & CEO
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 sets 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.
Professionally, he is a member of the CFA Institute and the National Association of Personal Financial Advisors (NAPFA). He is the past Chairman of the Board of Directors of CarolinaEast Health System, where he also chaired the Investment Committee for twelve years. 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 Southeastern 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, was the US 3rd Congressional District volunteer West Point Admissions Representative, and served on US Congressman Greg Murphy’s Service Academy Nomination Board. Recently he was named Treasurer of the Raleigh Chapter of Legatus, an organization of Catholic Business leaders. He 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’s “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. He wrote an inspirational and engaging book on achieving Financial Independence called Invest in Your Life Not Just your Portfolio.
Under his leadership, BlueSky has received several awards and accolades throughout its history for their quality of advice, growth rate, and client satisfaction.
David is an active member of St. Paul Catholic Church in Trent Woods, North Carolina, where he currently resides with his wife and where they raised their five children.
