Since 1971 Diane has worked with multigenerational clients. Many of whom are on fixed incomes of modest means, as well as those with large estates and six digit incomes. Her approach is to always do what is best for the client. Diane combines her practice with service to the industry; as a trustee on the Board of the College of Certified Financial Planners, a member of the Ethics Board of the CFP Board of Standards, and a District 2 representative on the NASD District Board of Conduct. In 1986 Diane was named the National Certified Financial Planner of the Year. Diane has a syndicated radio spot called Dollars and Sense. She has appeared on the Today Show as a guest, was featured in Money magazine, quoted in USA Today and The Wall Street Journal, and is listed in Who's Who of American Women and Who's Who in Finance and Industry. Her hobbies are painting, singing, and gardening. She is married to Joseph E. Brocato, and is the mother of four grown children. Diane and Joseph make their home in San Luis Obispo.  Diane can be reached in the San Luis Obispo office at (805) 543-4366, or send an e-mail to dblakeslee@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