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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

High Deductible Health Plan Robert Blakely Blakely Financial

Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.

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Rightsizing or Downsizing

Rightsizing or Downsizing Pre-Retirement

If you're thinking about downsizing or right-sizing your home prior to retirement, you're not alone. Watch for insights on how selling your home can affect your finances.

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Beneficiary Planning

Beneficiary Planning: What You Need to Know

Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.

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Five Money Tips: Shopping for a Mortgage

Five Money Tips: Shopping for a Mortgage

Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.

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Family Financial Wellness

Family Financial Wellness

What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future. 

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To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?

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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 LaFranceYesenia Davila
Robert BlakelySteve LaFranceEmily Promise
Donna Blakely
Yesenia DavilaStephanie Lanier
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily Promise
Robert Blakely
Emily Promise

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