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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

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

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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Financial Horror Stories

Financial Horror Stories

Making mistakes when it comes to your finances is perfectly normal, however, when it comes to these horror stories, the impact can be significant, and frankly, quite scary.

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Life Insurance What is it and why you need it

Why Do I Need Life Insurance?

If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn't mind owning

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Pre Marital Planning Financial

3 Financial Items to Consider Before Marriage

Disagreements about money are one of the leading causes of divorce. This is why it is important to save yourself from future distress by considering certain pre-marriage steps.

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10 Ways to Help Yourself Stay Calm During a Volatile Market

10 Ways to Help Yourself Stay Calm During a Volatile Market

Staying calm can be difficult when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you.

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5 Common Factors Affecting Retirement Income

5 Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

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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

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