SharkPreneur 470 Financial Services Edition: From Elite Military Service to Hundreds of Millions Under Management with David Blain
Financial Services Edition: From Elite Military Service to Hundreds of Millions Under Management
David Blain, BlueSky Wealth Advisors
– The Sharkpreneur podcast Financial Services Edition with Seth Greene Episode 470 David Blain
David Blain is the Founder, CEO, and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, fiduciary, Independent Investment Advisor founded in 1999. He is the author of Invest in Your Life, Not Just Your Portfolio: A Guide to Achieving Financial Independence. He has been a CFA Charterholder member of CFA Institute for 16 years.
David graduated with Distinguished Honors from the United States Military Academy at West Point. He led the West Point Rugby Team to its first ever NCAA final four appearance in 1980. He served 10 years with distinction in U.S. Army. His Unit Assignments included the 82nd Airborne Division at Ft. Bragg, NC; 2nd Battalion, 75th Ranger Regiment, Ft. Lewis, WA; US Army JFK Special Warfare Center & School, FT. Bragg, NC.
Listen to this informative Sharkpreneur episode with David Blain about becoming the only Independent IRA.
Here are some of the beneficial topics covered on this week’s show:
● How volunteering your time can help open doors.
● Why you need to get yourself known in the community.
● How BlueSky Wealth Advisors uses a flat fee.
● Why asset planning and planning will only get you so far.
● How you should have a niche market.
Connect with David:
Guest Contact Info
@blueskywealth
@blueskywealth
facebook.com/blueskywealthadvisors
linkedin.com/company/bluesky-wealth-advisors
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