(805) 544-PLAN
Certified Financial Plannerô & Vice President

Areas of Expertise

  • Personal, one-on-one client counseling
  • Retirement Planning
  • Portfolio reviews
  • Tax planning
  • Estate planning
  • Risk management review

Background

In 1983, I joined Blakeslee & Blakeslee here in San Luis Obispo. Today, as a Certified Financial Plannerô, Partner, and Vice President, I offer financial planning services and investment advice.

I've worked hard serving the needs of individual clients, families, and the newly single, and have also managed employer-sponsored retirement plans. I devote time to providing workshops on retirement strategies, financial planning, and investing throughout the County of San Luis Obispo.

Since 1992, I have produced and hosted the weekly business and financial radio program, David Crydenís SmartMoneyTalks.com, which airs Saturday mornings at 10:05am on KXTY 99.7 FM. My guests have included some of the country's most respected money managers, economic thinkers, and authors, and I've often been able to apply their insights to help my clients succeed.

I have a strong, personal commitment to our community. I've served on the advisory board of the Women's Shelter in San Luis Obispo, on an EOC Advisory board, and the YMCA Scholarship Drive. I am also a founder of The TEACh Foundation, a permanent endowment for children of the San Luis Coastal Unified School District.

I live in San Luis Obispo with my family.

I can be reached in the San Luis Obispo office at (805) 544-PLAN, or send an e-mail to david@smartmoneytalks.com.

Degree and Licenses

Bachelor of Arts Degree from Sonoma State University 1977, Registered Principal, Registered Representative, Life, Disability and Health, Variable and Fixed Annuity.

Getting Kids Started with Investing
How do you get children interested in the stock market and instill a life long appreciation for the need to save and invest? The earlier you start interesting children in investing and saving, the better their prospects for a financially independent future. One way is to buy shares of specific stocks that kids recognize. Unfortunately on-line brokers that charge minimal commissions, usually require a minimum purchase of $1,000. Even through discount brokers, commissions on purchasing just one or two shares can be expensive. Rather than purchase individual company shares you may find itís cheaper to invest in a mutual fund...Read More