Blakeslee & Blakeslee Financial Advisers Inc.

Sam Blakeslee is a CFP® with 30 years of experience in the financial services industry. He is President of Blakeslee & Blakeslee Financial Advisers Inc. and has been with the firm since 2016. Prior to that, he worked at Blakeslee And Blakeslee Inc. for over 30 years and served at Cal Poly from 2014 to 2017. He serves on the board of Common Cause in an unpaid capacity. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm uses a data-driven investment approach based on fundamental analysis, modern portfolio theory, and quantitative metrics, managing discretionary portfolios primarily through Charles Schwab.

Taylor Perez is a Series 66-licensed financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, bringing one year of industry experience. Prior to joining the firm, he worked at Pacific Premier Bank and has held various roles including at Respite, Inc. and Splash Cafe. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, typically managing portfolios on a discretionary basis through Charles Schwab.

Craig Darnell is a CFP® with 23 years of industry experience, currently serving as an advisor at Blakeslee & Blakeslee Financial Advisers Inc. since 2017. He has been associated with Blakeslee & Blakeslee since 2002. Outside of his advisory role, he serves as a Director on the Cuesta College Foundation Board, contributing to the implementation and monitoring of the foundation’s Strategic Plan. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process based on fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis with custodial services through Charles Schwab.

David Cryden is a CFP® professional with 42 years of industry experience, currently affiliated with Blakeslee & Blakeslee Financial Advisers Inc. He has been with Blakeslee & Blakeslee Inc. since 1983 and worked at Blakeslee & Blakeslee Financial Advisers Inc. from 2017 to 2018. Outside of his primary role, David serves without compensation as an investment advisor representative for a small number of former Wedbush Securities clients and acts as an investment representative for a family trust. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process based on fundamental analysis and modern portfolio theory, managing portfolios typically on a discretionary basis with custodial services through Charles Schwab.

Tricee Wright is a financial advisor at Blakeslee & Blakeslee Financial Advisers Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Blakeslee & Blakeslee since 1998. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm’s investment approach is data-driven, utilizing fundamental analysis, modern portfolio theory, and quantitative metrics, with discretionary portfolio management primarily through Charles Schwab.

Stephen Hiltscher is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Blakeslee & Blakeslee since 1998 and with the affiliated advisory firm since 2017. Outside of his advisory role, he serves as a volunteer board member of the Templeton West Homeowner’s Association. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm’s investment process uses fundamental analysis, modern portfolio theory, and quantitative metrics, typically managing portfolios on a discretionary basis through Charles Schwab and offering integrated solutions including retirement plan consulting and brokerage facilitation.

Deirdre Torres is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Blakeslee & Blakeslee Financial Advisers Inc. since 2017 and has worked with the affiliated firm Blakeslee & Blakeslee, Inc. since 2005. Blakeslee & Blakeslee Financial Advisers Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis through Charles Schwab and offering integrated portfolio management, retirement plan consulting, and brokerage facilitation.

Christopher Coates is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Blakeslee & Blakeslee Financial Advisers since 2017 and has prior experience at Black Sheep Bar and Grill and Blakeslee & Blakeslee, Inc. Outside of his advisory role, Coates serves as a commissioner on the City of San Luis Obispo Revenue Enhancement Oversight Committee and teaches for Operation Hope in Los Angeles. Blakeslee & Blakeslee Financial Advisers provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, managing portfolios primarily on a discretionary basis through Charles Schwab and offering integrated services including retirement plan consulting and brokerage facilitation.

David Ford is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at American Funds for nine years before joining Blakeslee & Blakeslee. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, typically managing accounts on a discretionary basis with custodial services through Charles Schwab.