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Areas of expertise:
- Wealth Building & Planning
- Retirement Planning
- Self employed/small business owner retirement plans
- 401 (k) Rollovers
- Roth/IRA
- College Planning
- Estate Planning/Inheritances
- Tax-Free Investing
As a dedicated CERTIFIED FINANCIAL PLANNER™, I am committed to providing my clients "Freedom through Financial Planning."
I bring over 25 years of extensive training and experience in the field of financial planning. I help guide clients down the road to financial indpendence regardless of financial situation, age or knowledge. In working together towards achieving their financial goals, my clients often obtain confidence, security and peace of mind while saving them time, money and costly mistakes.
I have a strong personal commitment to our community and devote time to teach financial planning classes at Allan Hancock Community College and serve many local non-profit organizations.
To take your next steps toward financial freedom, call now or stop by to schedule your complimentary consultation with Barbara Steveson at: 1157 East Clark Avenue, Suite H in the Oak Knoll shopping center in Orcutt. (805) 937-6321. I can also be reached via email at barb.steveson@verizon.net
Degrees and Licenses: Bachelor's Degree in Education, registered representative with series 7 and 63, California Insurance License for: Life, Health, Long-Term Care and Annuities and CTEC Tax License
Professional Organizations and Desginations: CERTIFIED FINANCIAL PLANNER™, NAIFA, FPA, Certified Money Camp Coach
Tricee Bolterman - Branch Office Administrator and Associate Planner
Tricee joined Blakeslee & Blakeslee in 1998, she has over 15 years of customer service and management experience and is the first person you reach when you call or come into the office. As Associate Planner, Tricee handles most phone calls, scheduling of all appointments and servicing accounts -- changing addresses, handling requests on accounts and much more. She is a registered representative with series 6 and 63 and California Insurance License. Tricee takes pride in knowing each and every client; she is dedicated in her pursuit to ensure every client is served with the highest level of personal and professional service - you are NEVER just an account number!
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