Sam feels most fulfilled when helping clients develop realistic strategies for paying off debt, saving for the future, and making high-quality investments. He understands that financial success or failure is primarily governed by the decisions we make and takes a hands-on approach to helping clients weather inevitable market fluctuations as they work towards their goals.
As President of Blakeslee & Blakeslee, Sam is deeply committed to building on the legacy of professionalism and ethical service established decades ago when his parents first founded the firm. As the financial service industry becomes more reliant on algorithms, bots, and technology, he’s doubled down on providing personal and caring service. He’s proud that Blakeslee & Blakeslee is what it’s always been: a locally-owned business that looks out for clients’ best interest.
Degrees:
Geophysics B.A. and M.A.
Geoscience Ph.D.
Licenses:
Certified Financial Planner™
FIRNA:
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