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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

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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529 Plans Rethinking the Possibilities

529 Plans: Rethinking the Possibilities

Explore the full potential of 529 plans and delve into how you can leverage them to invest in your child’s future at every stage of their education.

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Key Updates on the Economy & Markets

Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way.

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Advanced Tax Planning Tips for 2024

Advanced Tax Planning Tips for 2024

Explore advanced tax planning insights to help navigate this tax season with ease and set the stage for a year filled with prosperity and informed financial decisions.

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January Market Update 2024

Join Steve LaFrance, CFP® with Blakely Financial as he recaps 2023 and gives a brief update on 2024.

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December Market Update

December Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.

Watch Now

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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