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®

Santa Maria Branch Office
Barbara Steveson, CFP®
Tricee Wright

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

The many varieties of 529 Plans
The problem of how to save for college education expenses can be both easy to solve and confusing to resolve. There are now over 40 different 529 college savings plans. Each plan is sponsored by a specific state and is thus considered to be a municipal security. The design of the various plans offers several options, age-based models, individual mutual funds, investment-tolerance models and target plans. In addition, some 529 plans have the standard mutual fund commission structure with up front charges while others have no up front charges but instead have back end fees for early withdrawals. Others offer...Read More