Our Founder
Meet Our Founder
“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.
Throughout his military career, David encountered the challenges of managing complex finances while balancing a demanding profession. He struggled to find financial advisors who prioritized his best interests. Instead, he encountered sales-driven advisors pushing high-commission products, unresponsive CPAs who failed to plan, and attorneys who made estate planning needlessly complex. Rather than accept the status quo, David set out to build the kind of firm he wished existed—one that puts clients first, offers transparent guidance, and delivers real financial expertise.
After earning the prestigious Chartered Financial Analyst (CFA) designation in 2003, David and his wife fulfilled their dream of living on the water in New Bern, North Carolina.
In the summer of 2013, D.L. Blain & Co. acquired 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 thrives as a NAPFA-registered firm, continually innovating in fiduciary, fee-only financial planning and investment management for successful individuals and families worldwide. Our ongoing success is driven by an unwavering commitment to improving our clients’ lives by ensuring they receive expert guidance with no hidden agendas or sales commissions, just real financial solutions.
