“When you have countless daily tasks in front of you competing for your attention, it can be harder to visualize the future.”
– David L. Blain
CEO David L. Blain grew up with an appreciation for the value of money, developing quite the work ethic between cutting grass, delivering newspapers, and laying sod as a young man. With the help of his father, David learned to invest his hard-earned dollars and quickly developed a passion for investing. His self-guided study of finance continued as he pursued engineering at West Point, and even while he led soldiers as an officer in the U.S. Army.
David earned the prestigious Chartered Financial Analyst (CFA) designation in 2003, inspiring him and his wife to fulfill their dream of living on the water by moving to New Bern, North Carolina. It was there that David’s passion for offering financial solutions on a fiduciary basis was met with great success. He built an elite team of advisors and support personnel who could deliver his standard of service while guaranteeing there would always be more than one person accountable for their needs.
In the summer of 2013, D.L. Blain & Co. acquired the California-based Pleasanton Financial Advisors, an opportunity David knew would position his firm to improve the financial lives of many more people. David and his firm stood out among several others because of their shared values and distinctive perspectives on their approach to clients. This exciting new chapter called for a brand identity that reflected the optimistic future of the firm, hence the start of “BlueSky Wealth Advisors.”
Today, BlueSky Wealth Advisors continues to thrive, finding new and innovative ways of bringing fee-only financial services to successful individuals and families worldwide. Our success as a NAPFA-registered firm is fueled by our commitment to improving the lives of our clients while taking into account the individual needs of everyone we proudly serve. Learn more about our mission and values here.