Shoreline Wealth & Investment Management

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.

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.

Claude J. Dorais, Attorney
Practicing law for more than 30 years, Claude is a member of the California State Bar, Santa Barbara County Bar Association (co-chair, Estate Planning section) and the Federation of Regulatory Counsel. His law practice has an emphasis on insurance business and regulatory law as well as related areas such as risk management and also estate planning. Claude is a managing partner at Dorais, McFarland, Grattan & Polinsky Law Corporation which holds Martindale-Hubbell’s highest peer review rating (“A-V”). He holds a Bachelor of Arts (BA) degree from the University of California at Irvine and a Doctor of Jurisprudence (JD) degree from the University of California at Davis.

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.

Maureen A. Grattan, Attorney
Since 1981, Maureen has been practicing law with an emphasis on litigation, mediation, and collaborative law. She is a member of the California State Bar, the Santa Barbara County Bar Association and the Santa Barbara Collaborative Law Group. Maureen is a partner at Dorais, McFarland, Grattan & Polinsky Law Corporation. She holds a Bachelor of Arts (BA) degree from the University of California at Berkeley and a Doctor of Jurisprudence (JD) degree from the Hastings College of Law.

Andrew M. Polinsky, Attorney
For more than 20 years, Andrew has been practicing law with an emphasis on both family law and collaborative dispute resolution. He's a member of the California State Bar and Santa Barbara County Bar Association as well as a former co-chair of the Family Law section of the Santa Barbara County Bar. Andrew is a partner at Dorais, McFarland, Grattan & Polinsky Law Corporation. He holds a Bachelor of Arts (BA) degree from the Yale University and a Doctor of Jurisprudence (JD) degree from the University of California at Davis.

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).

Reed S. Spangler, CPA
As the Managing Partner of MacFarlane, Falleti & Company, and with more than 30 years of experience as a Certified Public Accountant (CPA), Reed assists individuals with income tax and estate planning as well as retirement and wealth transfer strategies. He also works with business owners to help them with their financial reporting and income tax concerns. Reed is a graduate of the University of California at Santa Barbara and a member of the American Institute of CPA's (AICPA) as well as the California Society of CPA's. Additionally, he serves on the boards of several local non-profit organizations.

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
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.

This page (formatted for versions 4.0 and higher of Netscape or MSIE) 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 see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - 214 Calle Palo Colorado, CA, 93105 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - Member FINRA and SIPC.

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