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Steve LaFrance CFP®, AIF®, ChSNC®, MBA

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

More Articles & Videos by Steve LaFrance

Financial Literacy Month Books to Read

Financial Literacy Month: Books to Read

One of the best ways to improve your financial knowledge is through reading, and we’ve rounded up some of our favorite books for Financial Literacy Month.

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SECURE 2.0 Act Key Changes to Your Retirement Planning

SECURE 2.0 Act: Key Changes to Your Retirement Planning

Learn more about the key changes to the SECURE 2.0 Act taking effect this year and how they can impact your retirement savings strategy.

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Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition

Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition

Family business succession planning involves more than just passing the baton. These questions can help guide your family through the process.

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Beware of the Financial Skeletons in Your Closet

Beware of the Financial Skeletons in Your Closet

We all have financial habits or forgotten accounts hiding in the shadows, going unnoticed until they start causing trouble. Uncover smarter ways to grow and maintain your wealth.

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Building Wealth Investing in Real Estate

Building Wealth: Owning Real Estate

Learn how investing in real estate can help you build wealth and your investment portfolio, whether you are a savvy investor or a first-time home buyer.

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Downsizing or Rightsizing: Finding the Right Fit for Your Future

Downsizing or Rightsizing: Finding the Right Fit for Your Future

Explore the process of downsizing or rightsizing and learn how it can help you financially as you approach retirement

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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 DavilaErin Babineau
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah JohnsonSam Levin
Robert Blakely
Emily Promise
Emily Promise

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