Insights

Local Expertise Growth Capitalize on Blakeslee & Blakeslee's long standing independence and Central Coast focus to target local clients with tailored financial planning and retirement solutions.

Digital Transformation Expand capabilities by introducing a modern client relationship management system, enhanced portfolio reporting, and analytics while leveraging the firm's existing cloud and web tech stack for a smoother onboarding and client experience.

Security and Compliance Offer security assessments, regulatory readiness, and data protection services to strengthen trust and meet investment industry standards for an independent advisory.

Marketing and Lead Gen Improve online visibility and lead generation through SEO, content marketing, and targeted digital campaigns focused on the Central Coast market and core advisory services.

Strategic Partnerships Develop referral alliances with local CPAs, attorneys, and small business advisors to grow client acquisition and expand service capabilities.

Blakeslee & Blakeslee Tech Stack

Blakeslee & Blakeslee uses 8 technology products and services including Cloudflare, Google Fonts API, JSON-LD, and more. Explore Blakeslee & Blakeslee's tech stack below.

  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Constant Contact
    Marketing Automation
  • Really Simple Discovery
    Miscellaneous
  • Divi
    Page Builders
  • Google Search Console
    Web Analytics
  • Apache
    Web Servers

Blakeslee & Blakeslee's Email Address Formats

Blakeslee & Blakeslee uses at least 1 format(s):
Blakeslee & Blakeslee Email FormatsExamplePercentage
FLast@blakeslee-blakeslee.comJDoe@blakeslee-blakeslee.com
80%
First@blakeslee-blakeslee.comJohn@blakeslee-blakeslee.com
13%
FMiddleLast@blakeslee-blakeslee.comJMichaelDoe@blakeslee-blakeslee.com
7%

Frequently Asked Questions

What is Blakeslee & Blakeslee's phone number?

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You can contact Blakeslee & Blakeslee's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Blakeslee & Blakeslee's official website and social media links?

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Blakeslee & Blakeslee's official website is blakeslee-blakeslee.com and has social profiles on LinkedIn.

How much revenue does Blakeslee & Blakeslee generate?

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As of July 2026, Blakeslee & Blakeslee's annual revenue is estimated to be $25M - $50M.

What is Blakeslee & Blakeslee's SIC code NAICS code?

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Blakeslee & Blakeslee's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Blakeslee & Blakeslee have currently?

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As of July 2026, Blakeslee & Blakeslee has approximately 17 employees across 1 continents, including North America. Key team members include Operations Manager: J. D. C.Manager: J. M.Planning Associate: A. S.. Explore Blakeslee & Blakeslee's employee directory with LeadIQ.

What industry does Blakeslee & Blakeslee belong to?

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Blakeslee & Blakeslee operates in the Investment Management industry.

What technology does Blakeslee & Blakeslee use?

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Blakeslee & Blakeslee's tech stack includes CloudflareGoogle Fonts APIJSON-LDConstant ContactReally Simple DiscoveryDiviGoogle Search ConsoleApache.

What is Blakeslee & Blakeslee's email format?

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Blakeslee & Blakeslee's email format typically follows the pattern of FLast@blakeslee-blakeslee.com. Find more Blakeslee & Blakeslee email formats with LeadIQ.

When was Blakeslee & Blakeslee founded?

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Blakeslee & Blakeslee was founded in 1971.
Blakeslee & Blakeslee logo

Blakeslee & Blakeslee

Investment ManagementCalifornia, United States11-50 Employees

Blakeslee & Blakeslee is an independent financial planning firm operating within the investment management field. Based in San Luis Obispo, California, the firm serves the Central Coast community and has spent nearly 50 years helping clients pursue both professional and personal financial goals. The firm emphasizes independent, personalized planning aimed at aligning clients' financial decisions with their long-term objectives.

Its client base comprises individuals and professionals seeking guidance on wealth management, retirement readiness, and goal-driven financial planning within a local relationship-focused model. As a small to midsize practice, it situates itself within the regional financial services landscape by delivering long-term advisory support rather than standardized offerings. The organization's location in San Luis Obispo anchors its operations to the Central Coast market.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1971
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Blakeslee & Blakeslee's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Blakeslee & Blakeslee's revenue is estimated to be in the range of $25M - $50M

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