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Commonwealth Chairmans Level

Robert Blakely CFP®, AIF®, ChFC®, CLU®

President, Financial Advisor

I founded Blakely Financial in 1995 on the belief that our client’s wellbeing is our first and foremost priority. Therefore, I tailor my focus on comprehensive wealth planning to meet our clients’ individual needs. Through my relationship with our clients, I understand each client’s unique goals and work with them to implement a thorough plan to achieve those objectives. There is a deep satisfaction in the feeling that I am truly making a difference in the lives of other people.

I am an active volunteer with charitable and educational organizations in our community and reside in High Point with my wife, Donna.

I am proud to have been recognized as a Chairman’s Level advisor —a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Professional Designations, Certifications, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  • Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies
  • Chartered Financial Consultant® (ChFC®), The American College, Bryn Mawr, Pennsylvania
  • Chartered Life Underwriter® (CLU®), The American College, Bryn Mawr, Pennsylvania
  • Certified Fund Specialist (CFS), Institute of Business and Finance
  • Registered representative of Commonwealth Financial Network®, FINRA Series 7 securities registration
  • Life and disability insurance licensed
  • Long-term care insurance licensed

Professional Memberships

  • Financial Planning Association
  • Society of Financial Service Professionals

Education

  • Averett University, Danville, Virginia, B.A. in Business Administration

Personal Points

If I wrote my own job description…

Duties Delegation Director

My favorite quote is…

"Never, never, never give up." - Winston Churchill

My dream travel destination is…

Jackson Hole, Wyoming and/or a trip to Italy

My happy hour order is…

A very nice bourbon on the rocks with a splash of water

My superpower would be…

Time Traveler – I would travel ahead in time research all major stock market corrections, come back and time the market, which just like time travel, is impossible to do.

My top 3 reads and podcasts are…

"Simple Wealth, Inevitable Wealth" - Nick Murray, "Stay Positive" - Jon Gordon and Daniel Decker, "Think & Grow Rich" - Napoleon Hill

More Articles & Videos by Robert Blakely

BFI April Blog • Social Security Benefits

Working While Receiving Social Security Benefits

What happens if you work and want to claim Social Security benefits while staying on your job?

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March 2022 Market Update Video

The stock markets' bumpy ride continued in February. Last month's top story was rising geopolitical tensions between Russia and Ukraine, but how did the markets do overall?

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the Difference Between Medicare and Medicaid Blakely Financial

What’s the Difference Between Medicare and Medicaid?

What's the difference between Medicaid and Medicare?

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Tax Season Scam Alert Warning Blakely Financial

Tax Season Scams Alert

Presented by Robert Blakely, CFP™  With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring to meet all relevant tax...

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Do I Have Enough to Retire_

Will You Have Enough to Retire?

The number one question that our team gets asked is "Will I have enough or do I have enough to retire?" Here are some tips from Rob Blakely, CFP® to ensure you're retirement ready!

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Blakely Financial 2022 Valentine's Day Video

Financial Planning is an Act of Love

When you think of Valentine's Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!

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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

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