Madison Carneiro, FPQP™
July 6, 2023
Client Service Specialist In the Client Service Specialist role, Madison acts as a liaison between the client and the advisor....
Alison Noe, FPQP™
July 5, 2023
Client Service Specialist In the Client Service Specialist role, Ali acts as a liaison between the client and advisor. She’s able...
PARTNER ANNOUNCEMENT
April 4, 2023
Introduction: David L. Blain, CFA, CEO of BlueSky Wealth Advisors, and author of “Invest In Your Life, Not Just Your Portfolio,”...
THE COLLAPSE OF SILICON VALLEY BANK & WHAT IT MEANS FOR YOU
March 13, 2023
Introduction: David L. Blain, CFA, CEO of BlueSky Wealth Advisors, and author of “Invest In Your Life, Not Just Your Portfolio,”...
Madison Carneiro Earns FPQP™ Designation | Upcoming Webinar with Marek Health | BlueSky Wealth Advisors
December 8, 2022
BlueSky Wealth Advisors is pleased to announce that the College of Financial Planning has awarded Client Service Specialist...
Client Service Specialist Ali Noe Earns FPQP™ Designation
December 8, 2022
Ali Noe, FPQP™, is a Client Service Specialist at BlueSky Wealth Advisors. We are pleased to announce the designation of Ali Noe...
Bret Dayley, MTAX, EA, CFP®, Receives his (CFP®) Certification
December 7, 2022
BlueSky Wealth Advisors is pleased to announce that the Certified Financial Planner Board of Standards has awarded Associate...
PROPOSED TAX CHANGES AHEAD: BREAKING DOWN THE BUILD BACK BETTER ACT WITH DAVID L. BLAIN, CFA
December 1, 2022
David L. Blain, CFA, is the Founder and CEO of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just Your...
2022-23 NC BUDGET TAX CHANGES W/DAVID L. BLAIN, CFA
December 1, 2022
David L. Blain, CFA, is the Founder and CEO of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just Your...
Portfolio Changes: Special Message from CEO David Blain, CFA
November 5, 2022
David L. Blain, CFA, is the Founder and CEO of BlueSky Wealth Advisors and author of Invest In Your Life, Not Just Your...