Yesenia Davila CRPC®, FPQP™
Client Services Manager
I joined Blakely Financial in June 2019 in the Client Services Department. After a few years, I went to another firm and truly came to appreciate the level of care and service that the team at Blakely Financial provides their clients. It is the level of care that people should be provided. I rejoined the Blakely Financial team and now oversee the daily office operations and client services department. Knowing that our clients’ life’s work is in the care of a great team and that their loved ones will be taken care of gives me great satisfaction and pride in what I do every day.
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
- Chartered Retirement Planning Counselor, CRPC®, College for Financial Planning
- Financial Paraplanner Qualified Professional™, FPQP™, College for Financial Planning
- North Carolina Notary Public
Education
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The University of North Carolina at Greensboro, Greensboro, N.C. – B.S. in Accounting and Business/Management
- 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
