Clifford Giles specializes in helping clients make the most of investment plans, including education funding and personalized retirement strategies. Cliff joined the Coastline team in 2023, with experience from several other firms including Chase, J.P. Morgan Private Bank, and LPL Financial. Cliff holds the Series 6, 7, 63 and 65 licenses. Cliff also has an AAS Degree in Applied Sciences from Nassau Community College specializing in Cardiopulmonary Sciences.
Cliff has been married to his wife, Claire, for 50 years and they have a son Craig, who lives and works in Vermont. Outside of work Cliff enjoys spending time with his Vermont family and friends. He is an active member of several local boards and enjoys playing golf and tennis with his grandchildren.
1303 Main Street Port Jefferson, NY 11777