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Emily Promise CFP®, CDFA®, AIF®, APMA®, CRPC®

Financial Advisor

I am a financial advisor where my main task is to serve as a trusted advisor and contact for the families, individuals, and non-profit organizations that rely on the team and me to manage their financial future. My role is much more than an investments advisor or planner; I strive to be a Chief Financial Officer for those we serve.

By serving as a trusted advisor, I help others craft a plan to reach their goals. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled. One of my primary passions is to help educate female investors and empower them to control their finances. Nothing gives me more fulfillment than helping a family plan the road map for their financial future or offering a business owner peace of mind.

Professional Designations, Certifications, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  • Certified Divorce Financial Analyst, CDFA®, Institute for Divorce Financial Analysts
  • Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
  • Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
  • Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
  • The Chartered Advisor in Philanthropy®, CAP®,The American College of Financial Services
  • CFA® Investment Foundations Certifications, CFA® Institute
  • Registered representative of Commonwealth Financial Network®
  • FINRA Series 7 securities registration
  • FINRA Series 66 (Investment Adviser Representative) securities registration

Professional Memberships

  • Greensboro Society of Financial Service Professionals, Financial Literacy Committee (Board member)
  • SynerG Young Professionals, Greensboro
  • SPUR in Marblehead (Finance committee)
  • Commonwealth Financial Network’s Women’s Advisory Council

Education

  • High Point University, High Point, NC – B.S. in Finance and Accounting

Personal Points

My superpower would be…

To uplift with positivity

My top 3 reads and podcasts are…

Mind Gym by Gary Mack ,The Help by Kathryn Stockett, The Hardy Boys or Nancy Drew series

My favorite restaurant is…

Shubies in Marblehead; nothing will ever beat their craft your own salad station and their potatoes baras

My favorite quote is…

“Champions are built in the off season”

My happy hour order is…

Club soda, vodka, and lime

My dream travel destination is…

Hawaii

More Articles & Videos by Emily Promise

Investing as a Couple

Love & Finances: How to Invest as a Couple

You may be risk averse, while your spouse may be comfortable investing more aggressively — or vice versa. How can you bridge that gap?

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The Importance of Establishing a Budget in the New Year

Establishing Your 2023 Financial Goals

If you're looking to start this year on the right foot, your finances are a great place to start.

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Blakely Financial Investment Committee Updates

2022 Investment Committee Updates

As 2022 comes to a close, it is helpful to look back on the changes we have made to keep up with the market to help you continue on the path toward your financial goals.

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401k Contributions Blakely Financial

401K Contributions: What you need to know

The IRS recently announced an increase in the maximum amount you can contribute to your employer-sponsored retirement plan in 2023. 

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Your Guide to Asset Protection in Estate Planning

Various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.

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Understanding Your 401(k) - Key Terms to Know

Understanding Your 401(k) – Key Terms to Know

Planning for retirement is a key point of financial wellness- but how can you make the most of your 401(k) plan without understanding all of the vocabulary?

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Credentialed Professionals

Blakely Financial team members are committed to providing clarity, insight and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Our team has obtained the following certifications:

Robert BlakelyEmily PromiseSteve LaFrance
Emily PromiseSteve LaFrance
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie Lanier
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah Johnson
Robert Blakely
Emily Promise
Emily Promise

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