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Commonwealth Chairmans Level

Robert Blakely CFP®, CPWA®, 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
  • 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

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.

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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.

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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.

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Quiz: Are You and Your Partner Financially Compatible?

Love is in the air this season and financial planning is an act of love! Answer these questions to find out if you and your partner are financially compatible.

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Tis the Season: End-of-Year Tax-Saving Strategies

Explore end-of-year tax-saving strategies you can take advantage of before the year-end deadline to improve your financial picture in the upcoming year.

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National Fraud Awareness Week: Can You Spot the Fraud Warning Signs?

National Fraud Awareness Week: Can You Spot the Fraud Warning Signs?

National Fraud Awareness Week is a great time to sharpen your fraud detection skills. Look out for these fraud warning signs to protect you and your finances.

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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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