Wealth Aligned With What Matters

Shiraz Zaidi

Partner · Financial Advisor

Helping clients create greater clarity, reduce financial stress, and build a comprehensive strategy around their values, priorities, and vision for a meaningful life.

Start a Conversation With Shiraz Call 631-473-1188

Shiraz Zaidi, Partner and Financial Advisor at Coastline Wealth Management

#41 Advisors to Watch AdvisorHub · Over $1 Billion

7 Years Leadership Experience at JPMorgan Chase

4 Long Island Locations Overseen

30+ Team Members Led Before Joining Coastline

The Perspective Behind the Plan

A financial strategy should create clarity, reduce stress, and support a more meaningful life.

Wealth becomes more useful when it reflects what you value and gives you the confidence to enjoy the life you are building.

My mission is to help clients align their finances with their values and find greater contentment through a comprehensive planning process.

That begins with understanding what matters to you, where financial stress is coming from, and what you want your wealth to make possible. We can then organize the moving parts and create a strategy that gives each decision a clearer purpose.

As a Partner at Coastline, I bring the same values-centered perspective to firm leadership, helping ensure our advisors and teams have the resources they need to serve clients well.

Who I Work With

Planning for the life behind the financial decisions.

Clients often reach out when financial success has created more choices, greater responsibility, and a need for a more coordinated path forward.

Individuals & Families

Build security without losing sight of today.

Coordinate saving, investments, retirement, protection, and family priorities around both long-term security and the life you want to enjoy now.

Business Owners & Leaders

Connect professional success to personal purpose.

Bring business interests, personal wealth, family responsibilities, retirement, and future transitions into one coordinated planning process.

Multi-Generational Families

Prepare wealth to support the people and causes you value.

Plan thoughtfully for inheritance, gifting, family communication, charitable priorities, and the responsibilities that come with transferring wealth.

Comprehensive Financial Planning

A strategy built around your complete financial life.

Each piece of the plan should support the same priorities and remain flexible as life, markets, and opportunities change.

Values-Aligned Financial Planning

Define what matters most, clarify the decisions ahead, and build a practical roadmap around your goals, responsibilities, and priorities.

Investment and Retirement Strategy

Coordinate investments, savings, income planning, and risk around the life you want to fund today and throughout retirement.

Risk, Tax, and Estate Coordination

Work with the appropriate professionals to align protection, tax-aware decisions, estate considerations, and family wealth strategies.

Ongoing Guidance and Accountability

Review progress, adjust the strategy as circumstances change, and maintain a clear connection between daily decisions and long-term goals.

Leadership Through Stewardship

Leading with responsibility to clients, colleagues, and community.

Shiraz’s perspective was shaped by managing large teams early in his career and strengthened through his work as a Coastline Partner and Financial Advisor.

Client-Centered Decisions

Keep the client’s priorities, experience, and long-term well-being at the center of the planning process.

Resources That Strengthen Advice

Help ensure advisors and teams have the tools, support, and operating resources needed to serve clients effectively.

Commitment Beyond the Firm

Volunteer, raise awareness, and give back to the community as part of a broader responsibility to help others.

Start With What Matters

What would become possible with greater clarity around your finances?

The conversation can begin with your values, the decisions creating stress, and the life you want your wealth to support.

Start a Conversation With Shiraz

One Team. Shared Responsibility.

Meaningful advice is strengthened by the people behind it.

Shiraz works alongside Coastline’s advisors, planners, investment professionals, and service teams to bring thoughtful guidance and coordinated support to every client relationship.

Executive Team