414 Main Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
Cindy Grauer is a founder and managing partner with Coastline Wealth Management. Prior to founding Coastline in 2012, Cindy was a financial advisor with Ameriprise. She first became a financial advisor after years of being a successful...
David endeavors to uphold and continuously enhance Coastline Wealth Management's standards for excellence in delivering a superior Client experience. Prior to joining the Firm, David held positions with GM Advisory Group, Charles...
Chief of Operations
Client Service Specialist
Garrett Taylor is the founder of Coastline Wealth Management and sister company Advisor Successions, both founded in 2012. Coastline Wealth Management, Mr. Taylor’s independent investment advisory firm, has grown from $20 million...
Vice President, Financial Advisor
Howard brings over thirty years of experience to Coastline as Vice President of Financial Planning. Before joining Coastline, Howard was a financial advisor with Prudential Securities, Merrill Lynch and Ameriprise,...
Client Service Specialist
631 473 1188
As a member of the Client Service Specialist team, James has the important role of assisting in administrative tasks and client liaison. He is responsible for ensuring clients receive the highest level of service and that Financial...
Senior Vice President
Health Insurance Specialist
Jerry has been advising small business owners and individuals for over 30 years on the most cost efficient ways to provide for their health insurance needs. He is licensed in several states and is appointed with all of the health...
Property and Casualty
Joseph Burton Hall is a Financial Advisor for Coastline Wealth Management in Garden City N.Y. Joe's passion for financial planning has its roots with his Great Uncle's career. Robert Calvin Hall who was the Founder and President of the...
Kevin believes having a comprehensive risk management plan anchors a client’s financial plan by adding strength, security and flexibility. With over 8 years of experience, first as owner and principle at Total Retirement Security...
Director of Investments
As Director of Investments, Mike Kettner brings 15 years of institutional investment experience to the Coastline team, where he heads the Investment Committee. Mike began his career on the New York Stock Exchange floor as a trader with...
Licensed Field Assistant
Chartered Financial Consultant and Founding Principal
Financial Planning is a relatively new profession. I became aware of the field when I joined The State Mutual Life Assurance Co. in 1982. Armed with a Bachelor of Science Degree in Business Administration, insurance seemed a great...
Certified Public Accountant
Shiraz focuses on being a resource to ensure his Clients make informed decisions and stay in control of their finances. By developing customized financial plans for Clients, he helps them to determine a comprehensive strategy that will...
Stephanie has been part of the Coastline team since August 2015. She brings over 14 years of experience in the industry with titles ranging from Compliance Specialist, where she filed 5500's and ran compliance testing, to Retirement...
Director of Risk Management
Todd further solidifies the depth of experience within the Coastline team by adding his 27 years in the industry at such firms as American Express, Oppenheimer & Co., and Penn Mutual. For both individuals and businesses, Todd brings a...