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Emily Promise Blakely Financial President

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

President, Financial Advisor

As a financial advisor, my primary role is to act as a trusted advisor and primary point of contact for the families, individuals, and non-profit organizations who we serve. My role transcends the traditional duties of an investment advisor or planner; I am committed to serving as a Chief Financial Officer, dedicated to the financial well-being of all of our valued clients.

I take a holistic look at each individual’s financial picture, rather than viewing areas in silos. 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.

I am proud to have been selected as one of 2023 Forbes Top Next-Gen Wealth Advisors , 2024 Top Next-Gen Wealth Advisors Best-in-State, and 2025 Top Women Wealth Advisors Best-in-State.

2023 Forbes Top Next-Gen Wealth Advisors created by SHOOK Research. Presented in Aug 2023 based on data gathered from March 2022 to March 2023. 3738 Advisors were considered, 1464 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2023; based on data gathered over a 12-month period as of 03/31/24. 4081 Advisors were considered, 1621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information .2025 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 44,028 nominations were considered, approximately 1,700 women were recognized. Not indicative of future performance. Your experience may vary. For more information, click here. 

Professional Designations, Certifications, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  • Certified Divorce Financial Analyst, CDFA®, Institute for Divorce Financial Analysts
  • 2023 Forbes Top Next-Gen Wealth Advisors
  • 2024 Top Next-Gen Wealth Advisors Best-in-State
  • 2025 Top Women Wealth Advisors Best-in-State
  • 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

  • Commonwealth Financial Network’s Women’s Advisory Council
  • High Point University, Phillips School of Business Advisory Board
  • SPUR (Marblehead MA) Treasurer, Board Member
  • Women’s Business League, Marblehead MA, President
  • Commonwealth Financial Networks Advisory Council
  • The Financial Service Advisors Council, President, Board Member
  • Marblehead Festival of The Arts, Treasurer, Board Member

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

Financial Planning for Medical Professionals

Financial Planning for Medical Professionals

Learn more about key priorities in financial planning for medical professionals throughout each phase of your career.

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Green Flags vs. Red Flags in Money Management

Green Flags vs. Red Flags in Money Management

Break down money management habits that can help set you up for long-term success or hurt your financial future.

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The Pinwheel of Financial Wellness

The Pinwheel of Financial Wellness

Our pinwheel of financial wellness highlights the key areas we cover to create a comprehensive plan for every client at Blakely Financial.

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Year in Review: Financial Updates

Year in Review: Financial News

From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.

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5 Financial Frauds to Watch Out For

5 Financial Frauds to Watch Out For

From phishing scams to tax fraud, discover five financial frauds to watch out for and tips on how to avoid them.

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Your Financial Planning Roadmap

Your Financial Planning Roadmap

Explore the various phases of your financial planning roadmap and the actions you can take within each stage to secure your financial future.

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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
Robert Blakely
Emily PromiseSteve LaFranceYesenia DavilaErin Babineau
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah JohnsonSam Levin
Robert Blakely
Emily Promise
Emily Promise

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