Our Firm

At Santiago Orchard Financial and Insurance Services, our governing philosophy is based on three foundational principles: Customer Service, Education, and Customizable Planning. Our Team is dedicated to giving you exceptional personal service because we understand that you are entrusting us with your financial future. We regularly present workshops in partnership with other financial and planning professionals to ensure that our clients’ are informed of new and changing finance news. But most importantly, our main purpose is to assist clients in creating a financial plan that focuses on their family’s specific needs, their well-being, and goals.


About Us

CA License #OB24305

Jeff Gielau, ChFC

Jeff Gielau is the Founder and President of Santiago Orchard Financial and Insurance Services. Originally from Iowa, Jeff has been working with his clients on their financial planning here in California since 1993. He attained his Bachelor of Arts in Business Management and Accounting from Luther College in Decorah, Iowa.

Jeff and his wife live in Yorba Linda with their four children & two dogs. He enjoys mountain biking and other outdoor adventures and spending time with friends & family.

Areas of Practice

  • Retirement Planning
  • ​Inherited Strategies
  • Long Term Care​
  • Charitable Planning​
  • Life Insurance Strategies
  • Social Security Options
  • College Education Plans

Andrea (Andi) Gielau

Andi is an Orange County native and currently lives in Yorba Linda with her husband Jeff and four children. She is a UC Riverside alum and her experience includes Operations and Sales Support management. She is passionate about spending time with her family and enjoys outdoor adventures and creative home improvement projects.

Lori Elizalde

Lori has worked with Jeff at Santiago Orchard for the past 3 years and is an important part of the team here. She is the mom of 4 and enjoys a very active family life. Lori loves working and connecting with our clients and with helping them reach their goals.