Charles M. Bloom
Registered Principal, Registered Investment Advisor
Founder, Shoreline Wealth & Investment Management

Chuck has been managing investment portfolios and accounts for individuals and companies since 1980. Before founding Shoreline Wealth & Investment Management in 2003, Chuck worked with major brokerage firms beginning with E.F. Hutton as well as independent brokerage companies. He holds Bachelor of Arts (BA) degrees in Economics and Psychology from the University of California at Santa Barbara.

The following are recommended, non-affiliated advisors

J. Scott Cummins
Attorney
Licensed with the California, Arizona, Texas and Florida State Bar Associations, Scott has represented individual and corporate clients with a specialty in business and tax law issues for over 25 years. He specializes in federal and state taxation, corporations, partnerships, business planning, tax controversy and tax litigation. Scott co-authored “Family Partnerships: A Client Primer” published in Estate Planning, Trust and Probate News. He holds a Bachelor of Arts (BA) degree from Stanford, a degree from New York University in Taxation (LLM) and a Doctor of Jurisprudence (JD) degree from Vanderbilt University.

Robert R. Daddi
Insurance Broker
For over 20 years, Bob has been advising clients as an independent insurance specialist. He works with personal and business clients to find the most appropriate and cost effective insurance available including, but not limited to, auto, business continuation, disability, group, health, homeowner’s, key person, life and long-term care coverages. He holds a Bachelor of Science (BS) degree from the California Polytechnic University at San Luis Obispo.

David J. Godfrey
CPA, CFP
Since 1980, David has held the Certified Public Accountant (CPA) designation. He is also a Certified Financial Planner (CFP). David has over 25 years of experience in assisting individual, family, business and corporate clients with tax, accounting and financial planning needs. He is fluent in German and is often called upon to assist with German/American international planning and coordination. David is a past president of the Rotary Club (Santa Barbara North) and holds a Bachelor of Science degree in Business and Accounting from the California Polytechnic University at San Luis Obispo.

Marjorie Allen Reese
Attorney
Licensed to practice law since 1988, Marjorie’s law practice has an emphasis on estate planning, special needs planning and conservatorship law. She is a member of the California State Bar and the Santa Barbara County Bar Association. Marjorie practices law at Dorais, McFarland, Grattan & Polinsky Law Corporation. She holds a Bachelor of Arts (BA) degree from the University of California at Berkeley (Phi Beta Kappa) and a Doctor of Jurisprudence (JD) degree from the Hastings College of Law (Magna Cum Laude).

Derek G. Thiele
Attorney
Licensed to practice law in California and Washington DC, Derek’s law practice has an emphasis on business and corporate law, litigation and arbitration as well as mergers and acquisitions. His company, Thiele, McEllitgott & Zeni LLP, advises clients on a broad range of transactional business law matters including employment agreements, acquisition and divestiture initiatives, contract drafting and negotiations as well as litigation avoidance and strategic planning. Litigation expertise includes trial and dispute resolution covering product liability, real estate, personal injury, medical malpractice, contract and business disputes. Derek is also a California real estate broker and is fluent in German. He holds a Bachelor of Science (BS) in Chemistry from the University of Wisconsin-Green Bay and a Doctor of Jurisprudence (JD) from the Santa Barbara College of Law.

Professional Disclosure
The regulatory bodies representing each of the advisors prohibit the sharing of fees or commissions. These regulatory entities include: American Bar Association (ABA), American Institute of Certified Public Accountants (AICPA), California Department of Insurance, International Association of Financial Planners (IAFP) and the Financial Industry Regulatory Authority (FINRA). All advisors work independently and, as needed, with one another toward the same goal - your best interests and welfare.

Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.

For More Information
If you’d like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to view a specific link or in the left margin of each page to explore a specific wealth management topic.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies. 

The information contained in this web site is neither an offer nor solicitation of any security or service.

All photos courtesy of Shoreline Summit Photography