fbpx window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-156569540-1');
Commonwealth Chairmans Level

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

President, Financial Advisor

I founded Blakely Financial in 1995, driven by a deep commitment to prioritizing clients’ well-being. As the Founder, I dedicated myself to building a firm that excels in comprehensive wealth planning for professionals, business owners and retirees ensuring our team meets the diverse needs of our clients.  Over the years, Blakely Financial has grown into a respected institution, known for its personalized approach and meticulous attention to detail in financial planning.

My vision has always been to provide exceptional financial advice and to foster long-term relationships built on trust and mutual respect. This approach has enabled us to guide our clients through various stages of their financial journeys, adapting our strategies to meet their evolving needs and unique financial objectives.

I am proud that our firm and team members have been recognized over the years as Leaders and President Club level advisors by Commonwealth Financial Network*. This distinction exemplifies the dedication and hard work our team puts into serving our clients and helping them achieve their financial goals.

Blakely Financial stands as a testament to my unwavering commitment to excellence in financial planning and investment management. As we continue to grow our firm, I remain focused on leading our team members with integrity, innovation, and a steadfast dedication to our clients’ success.

In addition to my professional endeavors, I am deeply committed to giving back to the community as an active volunteer with several charitable and educational organizations, contributing my time and expertise to support local initiatives. This involvement reflects my belief in the importance of community and the impact we can make when we work together.

I reside in High Point, North Carolina with my wife, Donna. When we’re not working or volunteering in our community, we spend our free time traveling and being anywhere near the water. Our shared devotion to service and philanthropy has been a cornerstone of our lives, enriching our connection to our area and its residents.

*Robert Blakely is proud to have been recognized as a Leaders Level advisor for 2023—a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network.
*Emily Promise is proud to have been recognized as a President’s Club advisor for 2023—a distinction based on annual production that places her among the top 11 percent of advisors affiliated with Commonwealth Financial Network.

Professional Designations, Certifications, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  • Certified Private Wealth Advisor® (CPWA®) Certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business
  • 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

Tax Benefits of Charitable Giving

Tax Benefits of Charitable Giving

Explore the various tax benefits of charitable giving to help you make informed decisions supporting both your community and your financial future.

Read More
What to Know About 401(k) Contributions

What to Know About 401(k) Contributions

Explore what you should know about 401(k) contributions, including changes to annual limits, to make the most of your retirement savings plan.

Read More
National Nonprofit Day: How Blakely Financial Gives Back

National Nonprofit Day: How Blakely Financial Gives Back

As National Nonprofit Day approaches, learn more about our favorite local organizations and how the Blakely Financial team gives back.

Read More
The Benefits of Investing in a Second Home

The Benefits of Investing in a Second Home

Whether it's a beachfront condo, a mountain cabin, or a house in a serene village, discover the multifaceted benefits of investing in a second home.

Read More
Investing in Your Graduate’s Future: Planting Seeds for Long-Term Success

Investing in Your Graduate’s Future: Planting Seeds for Long-Term Success

Explore strategies for investing in your graduate’s future, including Roth IRAs and 529 plans for lasting success.

Read More
Financial Literacy Month Our Favorite Podcasts

Financial Literacy Month: Our Favorite Podcasts

Check out these podcasts to boost your financial wisdom so you can make informed and effective financial decisions this Financial Literacy Month.

Read More

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

Get Started Today