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

Financial Advisor

I joined Blakely Financial in early 2009, hailing from a global wealth management firm headquartered in Switzerland. I have partnered with Robert Blakely to help meet the financial planning needs of professionals, business owners, and retirees. It is incredibly fulfilling to apply a lifetime of experience and education towards helping people make good financial decisions and instill 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


  • 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…


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

Blakely Financial Blog Images (6)

What Does the Silicon Valley Bank Collapse Mean for Investors?

Americans have suddenly witnessed three very large bank failures in only a few days’ time. Is another financial crisis on the horizon? The short answer is no.

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Helping Your Child Build Credit

Helping Your Child Build Credit

Teaching your children how credit cards work can help them integrate sound spending habits and a strong understanding of money.

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Planning for Major Spending Events

Planning for Major Spending Events

Do you have savings prepared for expensive life events? The beginning of the year is a great time to take inventory of any upcoming life events to begin a savings plan.

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Tips for Managing my Money in the New Year

The 4 A’s of Your Personal Finances

When it comes to setting up a system for managing your personal finances, the beginning of a new year is the perfect time to begin.

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End of 2022 Blakely Financial Financial Planning Tips & Updates

Financial Planning Tips & Updates

As 2023 draws closer, we wanted to highlight the changes that occurred in the past year, tax considerations for this year and next, and how you can prepare for a prosperous 2023.

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Market Timing: More Risk than Reward

The idea of properly timing investments for a quick return is not a strategy we believe in and is not something we ever recommend for clients.

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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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