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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

Financial Wellness Month – Time to Review, Learn & Plan

Financial Wellness Month – Time to Review, Learn & Plan

Financial wellness month is the perfect time to take a look at your savings plans and learn new ways to be financially independent.

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2023 Economic and Market Outlook: Better Than It Looks?

As investors watching the markets after a difficult 2022, we want to know whether we will see a rebound—or more declines.

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Blakely Financial 2022 Market Commentary

2022 Market Commentary

Much of this year’s market volatility is attributed to uncertain federal reserve policies, especially with respect to the terminal rate.

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Preventing Fraud: Common Scams & How to Avoid Them

In an attempt to curb fraud, we have compiled some common scams, as well as tactics to avoid them.

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Social Security Cost of Living Adjustment Adjustment

Social Security Update: Cost of Living Adjustment

If you receive Social Security benefits, you can expect them to be boosted by 8.7% in 2023. This cost-of-living adjustment (COLA) was announced by the Social Security Administratio

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Blakely Financial Blog Images (2)

What You Need to Know About President Biden’s Student Debt Relief Plans

On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals.

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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
Emily Promise

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