Sam Blakeslee

I believe our financial success or failure is largely governed by the decisions we make throughout our lives. Financial security during our retirement years is best achieved by living within our means, saving on a systematic basis, and investing in professionally managed securities.  I am most fulfilled when I can help a client work through a careful discussion of personal and financial circumstances and goals; develop a realistic strategy for paying off debt, saving for the future, and investing in high-quality investments; and, then working steadily over the years to help that client weather inevitable ups and downs to ultimately see those goals achieved.

As President of Blakeslee & Blakeslee, I am deeply committed to maintaining the high standards of professional and ethical service established decades ago by my parents when they founded the firm.  As the financial service industry has become progressively more commoditized with firms moving to 1-800 numbers and websites, it gives me a genuine sense of pride to know that we remain what we’ve always been: a locally-owned business that always looks out for the needs of our clients.

Licenses & Degrees:

CERTIFIED FINANCIAL PLANNER™
Geophysics BA and MA
Geoscience Ph.D.

FINRA
Series 7 – General Securities Representative
Series 24 - General Securities Principal
Series 53 – Municipal Securities Principal
Series 63 – Uniform Securities State Law

California Department of Insurance
Variable Contracts
Life-Only
Accident and Health


Sam's Team

Ashaki Smith
Senior Planning Associate - Registered Representative
Thomas McDermott
Senior Planning Associate - Registered Representative
More About Sam
Sam Blakeslee

Sam Blakeslee received Bachelor and Masters Degrees from UC Berkeley in Geophysics.

He then attended UC Santa Barbara and graduated with his PhD in the Geosciences for his work on Earthquake Studies.

After graduation he was hired by Exxon’s Research Lab in Texas where he worked as a Senior Geophysicist and later as a Strategic Planner

In 1995 he returned to San Luis Obispo to join Blakeslee & Blakeslee where he received his securities licenses and his Certified Financial Planner Certificate.

Sam has been active in the community for most of his life serving on various civic and elected boards.

He served for two terms as an elected Trustee for Cuesta Community College, the institution where his father taught in 1965 when the college first opened.

He was later elected to the California State Assembly where he represented San Luis Obispo and Santa Barbara counties for three terms.

Afterward he was elected to represent as State Senator representing five counties in the legislature from Santa Barbara County to Santa Clara County.

While in the legislature he was elected by his peers to the role of Assembly Minority Leader with responsibility to negotiate state budgets and major policy issues.

Upon leaving the legislature he became the founding director of the Cal Poly Institute for Advanced Technology and Public Policy which raised almost $10M for policy innovation projects.

He authored an amendment to the State Constitution (Proposition 54) to bring greater openness and transparency to the state legislature.  It was enacted by the voters in 2016.

In 2018 he helped launch the San Luis Coastal Education Foundation and served as its founding President.

 

Paso Robles
Branch Office

544 12th Street
Paso Robles, CA 93446

805/239/4388

San Luis Obispo
Corporate Office

1101 Marsh Street
San Luis Obispo, CA 93401

805/543/4366

Orcutt
Branch Office

125 Union Avenue, Suite 103
Orcutt, CA 93455

805/937/6321