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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

High Deductible Health Plan Robert Blakely Blakely Financial

Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.

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Rightsizing or Downsizing

Rightsizing or Downsizing Pre-Retirement

If you're thinking about downsizing or right-sizing your home prior to retirement, you're not alone. Watch for insights on how selling your home can affect your finances.

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Beneficiary Planning

Beneficiary Planning: What You Need to Know

Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.

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Five Money Tips: Shopping for a Mortgage

Five Money Tips: Shopping for a Mortgage

Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.

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Family Financial Wellness

Family Financial Wellness

What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future. 

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To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?

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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 LaFranceYesenia Davila
Robert BlakelySteve LaFranceEmily Promise
Donna Blakely
Yesenia DavilaStephanie Lanier
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily Promise
Robert Blakely
Emily Promise

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