Steve LaFrance CFP®, AIF®, ChSNC®, MBA
Director of Investment Management, Financial Advisor
I became a part of Blakely Financial in early 2009, bringing with me experience from a leading global wealth management firm based in Switzerland. I focus on addressing the financial planning needs of professionals, business owners, and retirees. It is deeply rewarding to use my extensive experience and education to assist individuals in making informed financial decisions and building confidence for their future.
I am dedicated to providing quality strategies customized to our client’s needs. My goal is to be a primary source of financial advice, and he concentrates his efforts on developing long-term relationships through a commitment to quality client service. I provide a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
I am very active in the Triad community and reside in Greensboro with my wife, Emily, and our two sons. I enjoy coaching youth baseball, mountain biking, kayaking, sailing, and piddling in the garage. Some of my most cherished memories are from our family beach trips to the North Carolina coast.
Professional Designations, Registrations, and Licenses
- CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
- Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
- Chartered Special Needs Consultant® designation awarded by The American College of Financial Services®
- Registered representative and Investment Adviser Representative of Commonwealth Financial Network®
- FINRA Series 7 securities registration
- FINRA Series 66 (Investment Adviser Representative) securities registration
- Life and disability insurance licensed
- Long-term care insurance licensed
Professional Memberships
- Society of Financial Service Professionals
Education
- NC State University, Raleigh, NC – B.S. in Natural Resources
- Wake Forest University, Winston-Salem, NC – M.B.A in Business
Personal Points
If I wrote my own job description…
Chief Solver
My superpower would be…
Teleportation
My favorite quote is…
“A ballplayer spends a good piece of his life gripping a baseball, and in the end, it turns out that it was the other way around all along.” – Jim Bouton
Causes I’m passionate about…
Kiwanis Club of High Point, Glory Ridge (a Christian youth camp supported by our church) Supporting families with special needs
My top 3 reads and podcasts are…
Freakonomics, Youth Baseball Edge, Life of the Beloved
My happy hour order is…
An Old Fashioned
