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 many team members have been recognized over the years as Chairmans, Leaders, and President Club level advisors by Commonwealth Financial Network. This distinction exemplifies is a testament to 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.
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
