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®
Kara Woodruff Blakeslee, JD
David Cryden, CFP®
Craig Darnell, CFP®
Stephen Hiltscher
Kendra Kimlinger, CFP®

Paso Robles Branch Office
Jeb Brown
Daryl Rockholt, CFP®
Bruce Williams, CFP®

Santa Maria Branch Office
Barbara Steveson, CFP®
Tricee Wright

Long-Term Care Options
Roughly four out of ten people age 65 or older will need at least some long-term care, either at home, in an assisted living facility, or in a nursing home. The majority of people who live into their eighties or even nineties do so in relatively good health. For those that aren’t that fortunate, care can be expensive. Traditionally, care for an elderly relative has been given in the home by unpaid members of the family. With fewer family members available to stay at home and provide this needed care, demand is growing for professional help. Professional help is expensive....Read More