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Commonwealth Chairmans Level

Robert Blakely CPWA®, 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

Optimizing Your 401(k) Contributions

Optimizing Your 401(k) Contributions

With National 401(k) Day approaching, explore why having one may be beneficial to your retirement and how to go about optimizing your 401(k) contributions.

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Building a Philanthropic Legacy: Making a Meaningful Impact

Building a Philanthropic Legacy: Making a Meaningful Impact

By leveraging your financial resources as a high earner, you can begin building a philanthropic legacy and make a meaningful impact for generations to come.

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Wealth Management for Enjoying Life: Balancing Lifestyle and Financial Goals

Wealth Management for Enjoying Life: Balancing Lifestyle and Financial Goals

Wealth management goes beyond accumulating money and assets – it’s about balancing lifestyle and financial goals. Explore how to find this balance.

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Managing Your Wealth: Tips for High Earners to Build and Maintain Wealth Over Time

Managing Your Wealth: Tips for High Earners to Build and Maintain Wealth Over Time

With a unique set of financial challenges, it is important for high earners to have effective wealth management strategies in place to build and maintain their wealth.

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Benefits of a 529 Savings Plan for Education

Benefits of a 529 Savings Plan for Education

The 529 savings plan is designed to help families save for education expenses by providing tax benefits and flexible investment options.

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Books to Help You Improve Your Financial Literacy

Books to Help You Improve Your Financial Literacy

Financial literacy is an essential skill that can always be improved, regardless of your previous knowledge. Here are a few books the Blakely Financial team recommends.

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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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