Show notes
Elite Military Service Leads to Smarter Investment Decisions
David Blain, Blue Sky Wealth Advisors
– The Sharkpreneur podcast with Seth Greene Episode 451 David Blain
David L. Blain, CFA is the Chief Executive Officer and Senior Wealth Advisor 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 for clients 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.
Listen to this informative Sharkpreneur episode with David Blain about lessons learned from the military and how they apply to the financial world.
Here are some of the beneficial topics covered on this week’s show:
● Why the best investment people can make is in their intellectual capacity.
● How there are five basic habits you should use for financial success.
● Why the secret to success is producing income that isn’t reliant on your labor.
● How you need to save money and spend less money than you make.
● Why you should only invest in the market what you don’t need for five years.
Connect with David:
Guest Contact Info
Twitter
@blueskywealth
Instagram
@blueskywealth
Facebook
facebook.com/blueskywealthadvisors
LinkedIn
linkedin.com/company/bluesky-wealth-advisors
YouTube
youtube.com/channel/UCVJsfx0dqkrsqKuFkecLCtw
Links Mentioned:
blueskywa.com/success
davidblain.com
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