Sylvia Geffen
Managing Director
Sylvia Geffen is a Managing Director and a senior partner of La Jolla Wealth Partners. A trailblazer for women in San Diego, Sylvia was among the first to form a partnership, enabling her to balance work and family responsibilities while pursuing her passion for finance.
Motivated by her genuine love for her work and the rewarding relationships she builds with clients and colleagues, Sylvia finds continued inspiration in her role assisting clients in achieving their financial goals weather for retirement or strategies to leave a legacy for the next generation.
In partnering with TSG Wealth Management, she appreciates the professionalism and the wealth of advice and resources available to the team, fostering an environment conducive to growth and success.
Beyond her professional endeavors, Sylvia finds joy in playing Pickle Ball and Mah Jongg, activities that bring her both relaxation and pleasure. Traveling is also a favorite pastime, especially when it includes her family. Her favorite trip has been an African Safari taking her back to her African roots. Speaking of family, Sylvia has been happily married to David I. Geffen for 45 years, and they are blessed with three married children and five adorable grandchildren who bring endless joy to their lives.
Outside of work and family, she is committed to giving back to her community, Sylvia has dedicated her time to volunteering at various organizations, including the JCC, Seacrest Foundation, La Jolla Country Day, and the UJF of San Diego.
A graduate of UCLA with a degree in Economics, Sylvia holds her series 7 and 65 registrations, showcasing her commitment to excellence in her field. Her achievements have not gone unnoticed, she was recognized as a 5-Star Wealth Manager (2013-2023) and is also a member of the Wells Fargo Platinum Council (2018-2023), an honor reserved for the top advisors in the firm.
You may not know this about Sylvia Geffen…
An interesting fact about Sylvia is her early adoption of Pickle Ball, a passion she has nurtured for over a decade, delighted to witness its growing popularity among friends and family alike.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
This award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 2/13/2023 through 08/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,242 San Diego-area wealth managers were considered for the award; 197 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,125, 211, 10%, 12/1/22, 3/21/22 – 9/16/22; 2022: 2,084, 223, 11%, 12/1/21, 4/12/21 – 10/15/21; 2021: 6,123, 459, 7%, 12/1/20, 3/30/20 – 10/16/20; 2020: 2,218, 231, 10%, 12/1/19, 3/1/19 – 10/18/19; 2019: 1,885, 224, 12%, 12/1/18, 3/23/18 – 10/15/18; 2018: 1,498, 228, 15%, 12/1/17, 3/22/17 – 10/17/17; 2017: 1,349, 349, 26%, 11/1/16, 2/25/16 – 10/14/16; 2016: 1,337, 349, 26%, 11/1/15, 6/2/15 – 10/23/15; 2015: 1,639, 350, 21%, 12/1/14, 6/2/14 – 10/23/14; 2014: 1,838, 368, 20%, 12/1/13, 6/2/13 – 10/23/13. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.