I have been a Certified Financial Planner with Blakeslee & Blakeslee since 1996 and have provided financial planning and investment advice in Paso Robles since 1997. I specialize in comprehensive financial and retirement planning for families and individuals. My objectives are to provide clients with good advice and timely service, and to work with clients to set and achieve long-tem financial goals. I also encourage an ongoing relationship to follow through on reaching financial goals. My educational background includes being awarded a BS degree in Finance from Cal Poly San Luis Obispo in 1986 and an MBA from San Jose State in 1992. I can be reached in the Paso Robles office at (805) 239-4388.

Painless ways to save!
You won’t be surprised to learn that there are people in every economic income levels that say they can’t afford to save. Saving money can be done every day in little ways. For instance, if you routinely get your hair cut every two weeks, stretch out the interval by an additional four days. At $20 a visit, you’ve just saved yourself $120 a year. Take the time to fill out frequent flyer applications. Miles can add up quickly and redeeming them for a free flight will save hundreds of dollars. When you’ve made that last car or house payment, continue...Read More