Emily Promise CFP®, CAP®, 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

  • Commonwealth Financial Network’s Women’s Advisory Council
  • High Point University, Phillips School of Business Advisory Board
  • SPUR (Marblehead MA) Treasurers, Board Member
  • Greensboro Society of Financial Service Professionals, Board Member
  • Women’s Business League, Marblehead MA, President


  • 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…


More Articles & Videos by Emily Promise

Giving Tuesday: The Power of Charitable Giving

Giving Tuesday, a global generosity movement, encourages charitable giving on the Tuesday after Thanksgiving, and every day, each year.

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National Entrepreneurship Month: Managing Irregular Income and Retirement Options When You’re Self-Employed

National Entrepreneurship Month: Managing Irregular Income and Retirement Options When You’re Self-Employed

National Entrepreneurship Month recognizes entrepreneurs' unique financial challenges. Learn about managing irregular income and retirement options when you’re self-employed.

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Debunking 5 Common Financial Planning Myths

These common financial myths often prevent individuals from engaging in financial planning, and we’re here to debunk them.

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Understanding Social Security Survivors Benefits

Understanding Social Security Survivors Benefits

Explore how your Social Security retirement benefits can extend beyond your lifetime to support your loved ones as Social Security survivors benefits.

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Securing Your Future: Tips for a Successful College Planning Journey

Securing Your Future: Tips for a Successful College Planning Journey

Whether you’re considering having children or you have teens nearing college age, we are here to equip you with essential knowledge and guidance for success in education planning.

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The Benefits of Owning Property

The Benefits of Owning Property

June is National Homeownership Month, making it a great time to explore the benefits of owning property like building wealth and improved financial security.

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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 Davila
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah Johnson
Robert Blakely
Emily Promise
Emily Promise

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