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David L. Blain, CFA

David L. Blain, CFA

Founder & CEO
David L Balin, CFA - CEO & founder at BlueSky Wealth Advisors

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 is responsible for setting 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.

He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). He currently serves as Vice-Chairman on the Board of Directors of CarolinaEast Health System in New Bern, where he also chairs the Investment Committee. 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 South Eastern 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 and 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 “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. Under his leadership, BlueSky has received several awards and accolades throughout its history for their quality of advice, growth rate, and client satisfaction

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

What do you enjoy most about being part of BlueSky?

The people, both those we serve and those I work with. 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.

What does “improving the quality of our clients’ lives” mean to you?

I think it means 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 get there. 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.

What keeps you busy when you’re not working?

I love spending time with my wife, just hanging out talking about our dreams and future together. We thoroughly enjoy raising our five children, too. I coach several
youth soccer teams and try to spend time with the kids doing whatever interests them. It’s an absolute joy. We also spend a lot of time on the water in our boat or
exploring this great country in our motor coach. When I get a few minutes of free time alone, I’m usually reading a book or working out. I’ll watch any type of
motorsport, and I like to get behind the wheel and do a little race car driving, too.

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