Blakeslee & Blakeslee has provided financial planning and investment services to residents of the Central Coast for several decades. As the oldest locally owned financial planning firm, we’ve worked with clients of all incomes and ages on issues that range from opening one’s first mutual fund account, to helping businesses determine the appropriate retirement plan(s) for their employees.

Blakeslee and Blakeslee is a local and independent broker/dealer registered with the Financial Industry Regulatory Authority (FINRA). We are also a Registered Investment Advisor with the State of California, and a member of the Securities Investor Protection Corporation (SIPC), Blakeslee & Blakeslee offers every client independent nonproprietary investment advice, services, and products.

Please meet our Financial Planners:

San Luis Obispo Corporate Office
Sam Blakeslee, PhD, CFP®
Diane P. Blakeslee, CFP®
Kara Woodruff Blakeslee, JD
David Cryden, CFP®
Craig Darnell, CFP®
Kendra Kimlinger, CFP®
Bruce Williams

Paso Robles Branch Office
Daryl Rockholt, CFP®
Frank Mecham
Jeb Brown

Santa Maria Branch Office
Barbara Steveson, CFP®

Please call one of our Financial Planners today. Offices located throughout the Central Coast.

Donating a Life Insurance Policy
Donating an old life insurance policy to your favorite charity can be a win win proposition. In general, the full transfer of an existing life insurance policy to a qualified charity entitles its donor to a charitable income tax deduction. The amount of the deduction will be the lower of (i) the fair market value of the policy or (ii) the aggregate premiums paid into the policy by the donor. The fair market value or cash value would be reduced by any loans that are outstanding. In cases where the cash value is actually larger than the total premiums paid...Read More