Broker Check
Kurt L. Blakely

Kurt L. Blakely

President

Kurt Blakely is a 1980 graduate of the University of the Pacific’s School of Business. Soon after graduating, Kurt pursued his passion of the financial markets, economics, and being of service to other people and began his career in Stockton as an investment advisor with the New York Stock Exchange Firm – Paine Weber.

In 1991, Kurt founded Blakely Financial Services. Being independent allowed the firm to focus on the specific needs of his clients and provide independent objective advice.

In 2015, Kurt founded Blakely Financial Services Inc., a Registered Investment Advisory Firm which allowed our firm to serve as a fiduciary (when providing advisory services to our clients. (Hear a message from our Founder)

Currently, Kurt is a member of the Executive Advisory Council of the Eberhart School of Business, Past President of the Athletic Foundation at the University of the Pacific, two-term Past President of the Dameron Hospital Foundation, and former Trustee of the Haggin Museum.

Year after year, Kurt refers to his greatest accomplishment as “having the privilege to serve clients for nearly 40 years.”

Kurt’s greatest joy in life is his family: his wife Kaye, adult children: Carter and Brooke, and her husband, Kevin. Frequent family travel and vacations usually lead to golf, hiking, exercise, and fun!