Wealth & Investment
Charles M. Bloom, Registered Principal, Registered
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
Check the background of this investment professional on FINRA's BrokerCheck.
Recommended Non-Affliated 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.
Bob 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 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.
B. Chandler May , Attorney, MD
Licensed to practice both medicine and law in California, Bruce maintains an active practice in both disciplines. His law practice at Thiele & May LLP encompasses medical malpractice, medical provider defense and dispute resolution as well as transactional business law. He holds a Master's of Science Degree in Electrical/Mechanical Engineering from Southern Methodist University and Doctor of Medicine from the University of Texas. Bruce is a fellow of both the American Academy of Otolaryngic Allergy and the American College of Legal Medicine (FCLM). He holds a Doctor of Jurisprudence from the Santa Barbara College of Law.
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 & May 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.
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
Whether your need is in taxation, investment management, estate planning, retirement
planning, business law, tax law, insurance planning (personal or business),
financial planning or philanthropy, Shoreline Wealth and Investment Management
can work with a variety of independent professionals including, but not limited to, those listed above or your
existing core group of advisors to provide and help implement a total plan
which best serves your wealth management needs.
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.
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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.