Jun 03, 2026 Gregg Shallan Earns Fourth Consecutive Nod on Forbes Best-In-State Wealth Advisors List
TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for California – Southern CA (High Net Worth). This marks the fourth consecutive year Gregg has earned this prestigious recognition — a milestone that speaks to the consistent excellence he delivers to clients across the San Diego and throughout the United States.
The Forbes Best-In-State Wealth Advisors list, developed in partnership with SHOOK Research, evaluates advisors based on a range of qualitative and quantitative factors including industry experience, compliance history, client retention, and best practices.
“Being named to this list four years in a row reflects something I care deeply about — the trust my clients place in me and our team,” said Gregg. “We work hard every day to deliver strategies that genuinely align with where our clients want to go, and recognition like this tells me we’re doing that well.”
Gregg and the team at La Jolla Wealth Partners advise individuals, families, trusts, retirement plans, charitable organizations, and businesses through a long-term, data-driven approach. With a deep focus on wealth planning, tax management strategies, and business exit strategies — reflected in his CFP®, ChFC®, and CEPA® designations — Gregg brings both the depth of knowledge and the breadth of services that high-net-worth clients require. That comprehensive perspective has been central to La Jolla Wealth Partners’ growth as one of the most respected wealth management teams in Southern California.
La Jolla Wealth Partners operates on a foundation of deep collaboration. Gregg leads the group alongside fellow Managing Directors Sylvia Geffen and Jamie Meronoff, a leadership structure that ensures clients have access to a full range of perspectives and expertise at every stage of their financial lives.
“Gregg’s commitment to clients sets a powerful example across our entire team,” said Sylvia. “Four consecutive years on this list is a reflection of how seriously he takes the responsibility of guiding people through some of the most important financial decisions of their lives.”
La Jolla Wealth Partners serves individuals, families, businesses, endowments, and foundations with a suite of services that includes comprehensive wealth strategies, personalized investment solutions, executive financial services, elite athlete advisory, capital markets expertise, and strategic liability solutions. Their approach is rooted in a thorough understanding of each client’s goals — both present and future — and a commitment to aligning the team’s capabilities accordingly.
“Collaboration has always been at the heart of what we do,” said Jamie. “Gregg’s recognition is a reflection of how we collectively prioritize our clients and work together to meet their evolving needs. This is a team achievement as much as it is a personal one.”
That spirit of collaboration is something Stephen Sullaway, who brings more than 40 years of financial advisory experience to the La Jolla team, knows firsthand. With deep roots in the San Diego community and a specialization in retirement planning, he has seen what it takes to build lasting client relationships — and he sees it in Gregg every day.
“Gregg leads by example in everything he does,” said Stephen Sullaway, Managing Director at La Jolla Wealth Partners. “The culture he has helped build here — one of genuine care, rigor, and putting clients first — is what makes this team special. This recognition is a reflection of that culture in action.”
Within TSG Wealth Management, La Jolla Wealth Partners has established itself as a standout practice — one that was also named to the 2026 Forbes Best-In-State Wealth Management Teams list, an honor that recognizes the team’s collective strength and client-first culture.
“Gregg’s strategic vision and dedication to his clients are a model for what great wealth management looks like,” said Mark Schulten, Managing Partner at TSG. “Earning this recognition four years in a row is no accident — it is the result of disciplined work, genuine relationships, and a standard of service that never wavers.”
That standard extends across every aspect of the La Jolla Wealth Partners client experience. From multigenerational wealth planning to business succession strategy and executive compensation consulting, the team brings a rare combination of technical expertise and personal commitment to every client relationship.
“Gregg exemplifies the qualities we value most at TSG — integrity, expertise, and an unwavering focus on the client,” said Allen Schreiber, Partner at TSG Wealth Management. “Four consecutive Forbes recognitions are a testament to the impact he and his team have made in the San Diego community and beyond.”
TSG Wealth Management continues to grow its presence along the West Coast, and advisors like Gregg, Sylvia, Jamie and Stephen play a central role in maintaining the high standards the practice is known for.
“This is a well-earned recognition, and it reflects the kind of advisors Gregg and his team have always been,” said Brian Borst, CEO of TSG Wealth Management. “His consistent appearance on this list year after year is a direct result of the trust he has built with clients and the excellence he brings to his practice every single day.”
For Gregg and the entire La Jolla Wealth Partners team, this recognition is not the destination — it is confirmation that the work they do every day is making a real difference in the lives of the clients and families they serve. As the team continues to grow and evolve, that commitment to excellence remains the constant.
To learn more about Gregg Shallan and La Jolla Wealth Partners, visit LaJollaWealthPartners.com.
If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). See full disclosure.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See Full Disclosure.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.