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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

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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Join Steve LaFrance CFP with Blakely Financial as he updates you on May Markets.

May 2022 Market Update Video

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on May Markets.

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What is Your Retirement ‘Elevator Pitch’?

We are entering the halfway point in the year. Now is a great time to do a mid-year check of your goals. And a great way to do this is to start with an 'elevator pitch'.

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April 2022 Market Update Video

April 2022 Market Update

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Baseball Lessons To Change Up Your Finances

Here are a few lessons from America's pastime, baseball, that might inspire you to take a fresh look at your finances.

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Tax Strategies for Retirement

Watch now for tips from Rob Blakely CFP®, ChFC, AIF®, on strategies to reduce your taxes in 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
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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