fbpx

Yesenia Davila CRPC®, FPQP™

Client Services Assistant

I joined Blakely Financial in June 2019 as a Client Services Assistant. In this role, I assist the team in daily office operations, including client paperwork and miscellaneous requests. Seeing how what we do gives a client peace of mind knowing that their life’s work is safe and their loved ones will be taken care of.

I am bilingual and speak fluent Spanish. I reside in Asheboro, NC, with my husband Juan and our three children. In my spare time, I enjoy spending time with my family & traveling. I love helping/mentoring first-generation College Students. Many believe they cannot afford school; I like to show them how they can qualify for financial aid and loans that will allow them to go to a 4-year university and not settle.

 

Professional Designations, Certifications, Registrations, and Licenses

  • Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
  • Financial Paraplanner Qualified Professional, FPQP, College for Financial Planning
  • North Carolina Notary Public

Education

  • Randolph Community College, Asheboro, N.C. – A.A.S. in Accounting and Business/Management

Personal Points

If I wrote my own job description…

Client Service Administrator

My favorite quote is…

Live the life you love, Love the life you live

My superpower would be…

Healer

My top 3 reads and podcasts are…

Rich Dad, Poor Dad, Red Table Talk

My happy hour order is…

Mango Colada

My dream travel destination is…

Egypt

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

Get Started Today