Allied Professional Partners

These are the financial and legal advisors on the Central Coast that are prepared to work with you to achieve your long-term philanthropic goals. They are all members in good standing of the Central Coast Planned Giving Council, and, as such, have pledged to abide by the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning. Click on any name to obtain contact information.

Estate Planning Attorneys

Financial Advisors

Diane P. Blakeslee, Blakeslee & Blakeslee, Inc.
*Wayne E. Lewis, C.S.P.G., C.S.A., Lewis Financial

Real Estate Specialists

Certified Public Accountants

Wendy Brown

Community Foundations

San Luis Obispo County Community Foundation

Insurance

Trust Services