Having grown up in San Luis Obispo County, it is easy to truly appreciate how special our community is. There is no other place I would want to live and raise my family. I have had the privilege to work at Blakeslee & Blakeslee since June of 2000. I have a BS in Finance from Cal Poly, San Luis Obispo, and my present registrations with FINRA (Financial Industry Regulatory Authority) are 7, 63, and 65. In addition, I’m a licensed agent for Annuities, as well as Life and Health Insurance. I have also obtained my CERTIFIED FINANCIAL PLANNER TM designation. I get a great deal of satisfaction from the relationships I’ve built while helping my clients to achieve their financial goals. I take a hands on approach with my clients that includes assessing risk tolerance, suitability, time horizon, and investment experience, to help me gain a macro perspective of their unique situations and needs. I realize your time is valuable, so I pride myself on efficiency and follow through. Allow me to put together a custom financial plan for you so that you can spend less time dealing with finances and more time enjoying the community in which we live. My office is located at 544 12th Street Paso Robles. Please feel free to stop by or call (805) 239-4388, or send an e-mail to bwilliams@blakeslee-blakeslee.com.

Saving Money
Saving Money Saving money has little to do with the amount of your wealth and more to do with your priorities in life. People frequently come up to me and say “I listen to your Dollars and Sense programs all the time. If I had any money I’d sure come see you.” It’s nice these public service programs are being appreciated but sad to hear anyone say they can’t afford to save. A recent survey by Consumer Federation of America and Primerica revealed that despite a boom in the American economy, many Americans feel the only way they’ll accumulate any wealth...Read More