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 Me.

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 is the father of two wonderful children. They live in Yorba Linda, CA and enjoy spending time together on outdoor adventures.

Areas of Practice

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