Chris Coates

Chris first joined Blakeslee & Blakeslee as a client service associate while finishing his Bachelor’s Degree in Business. Inspired by his experiences in that role, he went on to complete his licensing and began working as an independent broker in 2015. Since then, he’s excelled in helping clients meet their quantitative and qualitative financial goals through thoughtful, attentive investment strategies. 

Chris’s top priority is helping clients attain and maintain financial freedom for themselves. He works hard to ensure that each client is well versed in financial matters, comfortable with the financial plan, and invested appropriately given their long-term financial objectives. As a dedicated team player, he understands the value of collaboration towards a common goal. Chris enjoys taking in all that San Luis Obispo County has to offer with his wife, Kacee, and their young son, Wren. He is an avid sports fan and watches his favorite teams—the Boston Red Sox and San Francisco 49ers—anytime he gets the chance.

Licenses: 

FINRA:
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law 

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

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.