Blakeslee & Blakeslee has provided financial planning and investment services to residents of the Central Coast for several decades. As the oldest locally owned financial planning firm, we’ve worked with clients of all incomes and ages on issues that range from opening one’s first mutual fund account, to helping businesses determine the appropriate retirement plan(s) for their employees.

As a local and independent broker/dealer registered with the Financial Industry Regulatory Authority (FINRA), a Registered Investment Advisor with the State of California, and a member of the Securities Investor Protection Corporation (SIPC), Blakeslee & Blakeslee offers every client independent non-proprietary investment advice, services, and products.

Call one of our Financial Planners today. Offices located throughout the Central Coast.

Multi-Generation Planning
It used to be there were only three generations in a family, the grandparents, the adult children and the grandchildren. Now folks are living longer and we’re seeing fourth and fifth generation families. The financial impact of the demographic change from three to five generation family units has caused the family to focus on financial issues that cross generations. Aging parents who used to only live a few years after retiring are now living 15, 20, 30 years or more. When these retirees run out of money, it’s their children who will be called upon to supplement their parent’s income...Read More