• Jeffrey M. Garell, CFP®

    President & Founding Principal

    With nearly 30 years of industry experience in Southern California, Jeff has made a career of providing clients with outstanding personalized service in the development of wealth management strategies. He is a Certified Financial Planner™ practitioner and is an active member of the Financial Planning Association of Orange County.

    By helping clients identify and clarify what they need to do today, Jeff provides individuals and families with the guidance necessary for them to feel comfortable with decisions that help achieve their life goals. Through our consultative wealth management process, he advises on prudent investment and advanced planning strategies that empower people to make financial decisions consistent with their personal vision and family values.

    Jeff grew up in Reno, Nevada and still has strong ties to the Silver State. The firm’s name reflects those roots. He enjoys mountain biking, skiing, travel, and all things UCLA, having graduated with a B.A degree in History/Business. Jeff serves on the Board of Directors for KidWorks, a Santa Ana-based organization that helps at-risk kids develop self-confidence and motivation through education. Much of his free time is spent with his children in their numerous sporting and educational activities.