Tricee Wright

Since joining Blakeslee & Blakeslee in 1998, I've had the pleasure of working with many wonderful clients. The key to my success over the years has been to keep my focus on my clients and ensure that I provide the highest levels of professional and ethical service, personalized guidance, and sound investment advice, while helping them achieve a financially secure future.

I approach financial planning as a team effort. I encourage my clients to do their part by exercising the fiscal discipline to set aside their hard-earned money today to build security for tomorrow. My role is to provide each person with timely advice and guidance designed to address their unique investment needs. I also provide portfolio monitoring, helping clients through the inevitable ups and downs of the markets by keeping an eye on long term goals and objectives.

Whether you seek to retire in style, reduce your tax burden, help provide for your children’s or grandchildren’s education, protect loved ones against the unexpected, or pass wealth to heirs, it is my passion to provide the information and advice to achieve each objective with a smile and a personal touch.

Licenses:

FINRA
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law

California Department of Insurance
Variable Contracts
Life-Only
Accident and Health

 

More About Tricee
Tricee Wright

As a native of the Central Coast I'm proud to call this place home.  After raising both of my children here, I'm happy that they are following in my footsteps and have chosen to stay here in Orcutt to start lives of their own.

As a mother, and now a grandmother, I am deeply passionate about making our community a better place. My personal commitment and investment in our community is a priority for me. Whether it be working with beginner investors to start saving with low cost investment plans, or serving in organizations like the Chamber of Commerce (former Ambassador), the Orcutt Merchant’s Association (former Treasurer), and the Santa Maria Young Professionals (former Treasurer & Secretary), I take pride in serving my community.

When I’m not in the office, participating in community organizations, or spending time with my kids, I enjoy exploring the great range of local farm-to-table restaurants.  There are few places where being a “foodie” affords so many opportunities to experience a great meal with friends.  Although not quite a chef in the classic sense of the word, I do love the whole process of creating a meal, especially when it comes along with the familiar sounds of a happy home filled with family and friends.

Paso Robles
Branch Office

544 12th Street
Paso Robles, CA 93446

805/239/4388

San Luis Obispo
Corporate Office

1101 Marsh Street
San Luis Obispo, CA 93401

805/543/4366

Santa Maria
Branch Office

1157 E. Clark Avenue, Suite H
Santa Maria, CA 93455

805/937/6321