Jeffrey  Garell,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Garell, CFP®

CLU

Registered Principal

Silversage Advisors

19200 Von Karman Ave, Suite 370
Irvine, CA 92612
FINANCIAL ADVISOR'S WEBSITE
(888) 969-7500
(949) 223-5175

General

Jeffrey Garell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Silversage Advisors in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA,NV,CO, OR, AZ, UT
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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