Jeffrey M. Garell, CFP^®, CLU

President & Founding Partner

With over two decades of industry experience in Southern California, Jeff has made a career of providing clients with outstanding personalized service and investment management in order to better their lives. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Chartered Life Underwriter designation and is an active member of the Orange County Financial Planning Association.

Jeff helps clients identify and develop their personal vision, the foundation for a financial plan. By connecting a client's prioritized goals, needs and concerns with that client's resources, a plan is forged that the client can follow.

Jeff is a Lead Relationship Advisor and chairs the Silversage Investment Committee. He uses fundamental and technical analysis to identify investment opportunities with solid long-term, risk-adjusted returns – especially those which may provide a reasonable expectation of the ability to preserve client capital in down markets.

Jeff grew up in Reno, Nevada, and still has strong ties to the Silver State. The firm’s name (Silversage) reflects those roots. He enjoys skiing, mountain biking, travel, and all things UCLA, having graduated with a B.A degree in History and emphasis in Business. Most of his time is spent with children Mason, Jack and Caroline in their numerous activities. Jeff, Karin and family reside in Newport Coast, California.