Robert Blakely CFP®

Financial Advisor

Rob founded Blakely Financial in 1995, driven by a deep commitment to prioritizing the client’s best interests.  In November 2025, Blakley Financial rebranded to ShorePoint Advisory Group, a move designed to further strengthen a collaborative team approach and deliver superior client service.

Rob dedicates himself to providing comprehensive wealth planning for professionals, business owners and retirees ensuring both he and the team meet the diverse needs of the clients.  This approach has enabled the firm to guide the clients through various stages of their financial journeys, meet the client’s evolving needs and support the client’s unique financial objectives. 

Rob resides in High Point, North Carolina with his wife, Donna. When they are not working or volunteering in the community, they spend their free time traveling and being anywhere near the water.  Their shared devotion to service and philanthropy has been a cornerstone of their lives, enriching their connection to the area and its residents.

Professional Designations, Certifications, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNER® certification awarded by CFP Board

 

Professional Memberships

  • Financial Planning Association
  • Society of Financial Service Professionals

 

Education

  • Averett University, Danville, Virginia, B.A. in Business Administration

My superpower would be:

Time Traveler – I would travel ahead in time research all major stock market corrections, come back and time the market, which just like time travel, is impossible to do.

My favorite reads and podcasts are:

"Simple Wealth, Inevitable Wealth" - Nick Murray, "Stay Positive" - Jon Gordon and Daniel Decker, "Think & Grow Rich" - Napoleon Hill

My favorite restaurant is:

Southern, A Gather Place -Southport, NC

My favorite quote is:

"Never, never, never give up." - Winston Churchill

My go-to pastime is:

Time with Donna on our boat

My dream travel destination is:

Anywhere on the water

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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