With over 35 years in the financial industry, Jeff provides experienced guidance and solid financial counsel to clients as they chart their financial path. It is essential to have a trusted advisor for direction and support in an industry that can seem overwhelming. Jeff translates financial complexities for clients in a clear and relatable manner to help them make sound, confident choices.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jeff is also an active member of the Financial Planning Association of Orange County. He is well connected with other professionals, including CPAs and estate planning attorneys, with whom he can collaborate to provide an integrated financial plan. Jeff also works with the Silversage team to help clients with many aspects of multi-generational planning. He is an excellent communicator and listener, and always keeps the best interest of his clients at heart.
Jeff has a passion for service and giving back to the community. He cherishes his relationship with the family he was connected to through the Big Brothers program. Jeff recently served for eight years on the Board of Directors for KidWorks, a Santa Ana-based organization that helps at-risk kids develop self-confidence and motivation through education.
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. He is an avid cribbage and gin player, and will start up a game anytime, anywhere! Much of his free time is spent with his wife and visiting their grown children living across the globe.
To schedule a complimentary meeting with Jeff Garell, CFP®, CLICK HERE or call 949-223-5175.