Service you deserve.
Financial Planning Advice you trust.
As an independent financial planning firm in San Luis Obispo, CA, Paso Robles, CA, and Orcutt, CA, Blakeslee & Blakeslee has spent nearly 50 years helping our Central Coast community members achieve their professional and personal financial goals.
The Central Coast’s Oldest Independent Broker Dealer
Since the beginning, we have been committed to making investing accessible to everyone. As a wholly independent financial planning firm in San Luis Obispo, CA, offering wealth management, retirement planning, and more, we are able to put each client first, period. That quality of service is reflected in our long-term client relationships—we’ve worked with many families for multiple generations.
Who We Serve
At Blakeslee & Blakeslee, we believe financial planning and wealth management is for everyone who wants to plan for a secure future. Our clients come from all walks of life—from small business owners and busy working families to soon-to-be and recent retirees. Through our personalized service, we help each client understand and reach for their unique financial goals.
Blakeslee & Blakeslee
A Big Picture Approach to Financial Planning in San Luis Obispo and the California Central Coast
We specialize in providing objective professional advice with a high degree of personalized service. We are prepared to help our clients plan for any number of issues that might arise over the course of a lifetime. Because we believe that comprehensive financial planning can make all the difference, we take a holistic approach to helping each client reach their goals.
When you partner with Blakeslee & Blakeslee, we can help with:
FINANCIAL PLANNING SERVICES
We encourage annual check-ups at no additional charge to make sure your investment strategy is staying in-line with your life and goals.
RETIREMENT PLANNING
Get the most out of your working years and make sure you are setting aside enough to reach your retirement goals.
INVESTMENT PLANNING
Optimize your investment allocations with professional advice to help reduce volatility and guide you through the market’s ups and downs.
EDUCATION PLANNING
Set up a college savings plan that helps reduce the impact of rising tuition costs.
ESTATE PLANNING
Protect your legacy and take the guesswork out of estate planning with compassionate, professional advice.
TAX PLANNING
Get the most out of your investments with strategic investment choices designed to reduce unnecessary taxation.