We Help People Make Financial Plans
Blakeslee & Blakeslee is the Central Coast’s oldest independent broker dealer with convenient offices in San Luis Obispo, Paso Robles, and Santa Maria.
Blakeslee & Blakeslee was founded by Diane & Earle Blakeslee who began providing financial planning advice here on the Central Coast in 1971. Diane was named National Certified Financial Planner of the Year in 1986 and served on numerous national ethics, educational, and regulatory boards throughout her career. Continually an active voice in the industry, Diane provided daily financial planning tips on her nationally syndicated radio show, Dollars & Sense, which ran for over two decades. Diane retired from the firm in 2010, but we continue to practice her core principles and retain her commitment to our clients.
Upon its founding Blakeslee & Blakeslee’s approach differed substantially from the approach of traditional stockbrokerage and insurance businesses. First, the firm specialized in working with teachers and middle-income earners rather than solely with wealthy investors. Second, the firm invested its clients in well-managed mutual funds rather than expensive whole-life insurance products. Third, the firm took the long-term investment perspective of buy-and-hold rather than the short-term perspective of hot stocks and day trading. Over the years this approach has proven successful for our firm and our clients, helping us to stand the test of time while many other firms have come and gone or have been bought by banks and insurance companies. Blakeslee & Blakeslee is proud to have retained its independence and our commitment to our clients have given us the ability to grow to the point where we now manage over $800 million in assets.
Blakeslee & Blakeslee’s financial professionals are dedicated to the long-term success of our clients. Unlike other firms with significant turnover, our financial planners have worked at the firm for no less than 11 and up to 31 years, with a current average tenure of 17 years.
Sam Blakeslee, PhD, CFP®