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.

Sell Low then Buy Low
If you ‘sell low and then buy low’ you may be able to produce a tax write-off. There are lots of axioms in the investment world. Here are a few: “Be a bull or a bear, but not a pig”. Another, “the trend is your friend”. Or “when you sell in desperation, you always sell cheap.” And of course “Buy low, sell high”. It seems to be counter-intuitive to human nature to buy stocks when the news is bad and sell when the news is good. Although most people say they are in for the long haul, statistics tell...Read More