PARTNER ANNOUNCEMENT
Introduction: David L. Blain, CFA, CEO of BlueSky Wealth Advisors, and author of “Invest In Your Life, Not Just Your
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Introduction: David L. Blain, CFA, CEO of BlueSky Wealth Advisors, and author of “Invest In Your Life, Not Just Your
BlueSky Wealth Advisors is pleased to announce that the College of Financial Planning has awarded Client Service Specialist Madison Carneiro,
Ali Noe, FPQP™, is a Client Service Specialist at BlueSky Wealth Advisors. We are pleased to announce the designation of
BlueSky Wealth Advisors is pleased to announce that the Certified Financial Planner Board of Standards has awarded Associate Wealth Advisor Bret
Who’s Behind the Blue? Meet John Gjertsen, CFA, CFP®, EA, Senior Wealth Advisor at BlueSky Wealth Advisors. As one of our longest-tenured
BlueSky Wealth Advisors is pleased to announce that the American Institute of CPAs (AICPA) has awarded Senior Wealth Advisor Christie
Madeline Valente, CFP® , has been promoted from Wealth Advisor to Senior Wealth Advisor. Madeline has been with BlueSky for
Seth Large has been promoted from Financial Planning Associate to Associate Wealth Advisor. We are pleased to announce the promotion
Alison (Ali) Johnson, former BlueSky employee, returns as a Client Service Specialist working remotely from De Witt, Iowa. We are
Christie Bonacci, CPA, MAC, has been promoted from Associate Wealth Advisor to Wealth Advisor. We are pleased to announce the