Shoreline Wealth and Investment Mangement  

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Professional Advisors

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.

Check the background of this investment professional on FINRA's BrokerCheck.

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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 10.0 and higher of Internet Explorer) 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. - 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.


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