Sam believes that our financial success or failure is largely governed by the choices we make throughout our lives. We can help ensure financial security during our retirement years by living within our means, saving on a systematic basis, and investing in professionally managed securities. Sam helps clients take the long-term perspective and develop actionable plans that help individuals and families meet their financial goals. His educational background includes a BA and MA, from UC Berkeley and a Ph.D. from UC Santa Barbara. He is a graduate of the College of Financial Planning, a Certified Financial Planner, and a Registered Securities Principal. Sam cares deeply about our quality of life here in the Central Coast. He currently serves, or has served, on a number of local boards and task forces that address business, education, and land use issues including, Treasurer of the SLO Chamber of Commerce, Trustee of the Cuesta College Board, Director of the SLO Property Owners Association, Co-Chair of the SLO Housing Task Force, Chair of the Downtown Parking & Access Task Force, Member of the President's Advisory Board of St. Joseph's High School, Chair of the Central Coast Natural History Association, and author of the DREAM initiative. In 2000 and 2002 he was the recipient of Leadership Awards from the Chamber of Commerce and League of Women Voters. He currently represents our community in the state legislature as the State Senator from the 15th District. He remains active in the business and works closely with Kara Blakeslee. Sam can be reached in the San Luis Obispo office at (805) 543-4366, or send an e-mail to sblakeslee@blakeslee-blakeslee.com.

Reverse Mortgage may not be The Best Answer
If you’re house rich and income poor you may be considering a reverse mortgage. Just beware of the pitfalls. Nationwide many people have taken advantage of a technique that lets them pull equity out of their homes. It is called a reverse mortgage. Unlike a regular mortgage where you make monthly payments to a bank or mortgage company and each year more and more of those payments go towards reducing your loan principle and less and less goes to pay interest, a reverse mortgage pays you. With a reverse mortgage each monthly payment made to you is a loan. The...Read More