OUR HISTORY

Financial Planning for Everybody

Blakeslee & Blakeslee was founded in 1971 by Diane and Earle Blakeslee. From the beginning, they specialized in working with teachers and middle-income earners rather than solely with wealthy investors. This commitment to making financial planning accessible to everybody serves as the foundation of everything we do today. We are grateful to work with clients from all stages of life to reach their financial goals.

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OUR APPROACH

Two men sit at a desk in front of a computer at Blakeslee & Blakeslee, discussing financial planning services

Personalized, Comprehensive Service

Blakeslee & Blakeslee believes that comprehensive advice can be the deciding factor in whether someone ultimately meets their financial goals. That’s why we take a personalized approach to financial planning. We take the time to get to know our clients so we can personalize our recommendations and tailor our service to address their specific investment objectives.

Whether opening a new IRA, rolling over an old employer retirement plan, making investment recommendations to balance risk and growth, starting a college fund for a child or grandchild, carefully managing assets during retirement years, making an estate plan to leave a legacy, or helping a surviving spouse re-arrange finances due to the loss of a loved one—our professionals can guide you towards meeting your financial objectives.

OUR TEAM

San Luis Obispo - Paso Robles - Orcutt Office

Sam Blakeslee, PhD, CFP®

President

General Securities Principal

David W. Cryden, CFP®

Vice President

Financial Planner

Deirdre Torres

Vice President

General Securities Principal

Craig Darnell, CFP®

Vice President

Financial Planner

Stephen Hiltscher

Financial Planner

Registered Representative

Chris Coates

Financial Planner

Registered Representative

Tricee Wright

Financial Planner

Registered Representative
Joanna Dela Cruz headshot

Joanna Dela Cruz

Operations Manager

Judy Hogue

Paso Robles Branch Manager

Registered Representative

Kara Woodruff, Esq.

General Securities Principal

Steve Armas

Lead Client Service Associate

Registered Representative

Jody (Joe) Daniels

Planning Associate

Registered Representative

Taylor Perez

Operations Specialist

Haley Jensen

Operations Specialist

Laurie Torres

Planning Associate

Oliver, forever in our hearts.

Pawsitivity Coordinator

Get Financial Planning That’s Tailored to Your Needs!

Schedule a No-Cost Consultation