Jul 01, 2025 Gregg Shallan Named to Forbes 2025 Best-In-State Wealth Advisors List
LA JOLLA, CA – TSG is proud to announce that Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, a Managing Director at La Jolla Wealth Partners of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list. Shallan earned a top spot in the Southern California (High Net Worth) category, reflecting both his depth of experience and the high level of trust he has built with clients over the years.
With more than 25 years in the industry and a background as a U.S. Navy Officer (Commander, Retired), Gregg brings discipline, focus and strategic insight to every client relationship. He leads a team of professionals who are equally committed to delivering highly customized wealth planning solutions that support each client’s long-term financial goals.
“This recognition reflects the trust our clients place in us and the collaborative effort of our entire team,” said Gregg. “Our mission has always been to provide tailored wealth planning solutions that support our clients’ aspirations.”
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors based on a variety of qualitative and quantitative factors including industry experience, client retention, best practices and regulatory history. The 2025 list covers data from the period of June 30, 2023, through June 30, 2024.
Gregg leads the La Jolla Wealth Partners group with fellow Managing Directors Sylvia Geffen and Jamie Meronoff, forming a highly respected team as part of TSG Wealth Management. Their collaborative leadership has shaped the group’s identity, with a clear emphasis on service, trust, and strategic insight. Under their guidance, the team was also named to the 2025 Forbes Best-In-State Wealth Management Teams list, ranked #28 in Southern California.
“Gregg’s commitment to clients sets a powerful example across our entire team,” said Sylvia. “We take great pride in working together to create a thoughtful and supportive wealth planning experience.”
“Collaboration has always been at the heart of what we do,” added Jamie. “Being recognized among the best in the state is a reflection of how we prioritize our clients and work seamlessly to meet their evolving needs.”
The recognition from Forbes is not only a personal milestone for Gregg but also a reflection of the broader values that drive La Jolla Wealth Partners — integrity, excellence, and putting clients first. Gregg’s leadership in La Jolla represents those principles in action, and his contributions continue to shape the direction and culture of the practice.
“Gregg’s strategic vision and commitment to excellence have been instrumental in our practice’s success in the San Diego area,” said Mark Schulten, Managing Partner at TSG Wealth Management. “His ability to foster a team-oriented culture ensures that clients receive comprehensive and personalized financial guidance.”
The La Jolla team’s approach goes beyond the numbers — focusing instead on building enduring relationships, offering multigenerational support, and helping clients make confident financial decisions through every stage of life.
“Gregg exemplifies the qualities we value at TSG — integrity, dedication, and a client-first mindset,” said Allen Schreiber, Partner at TSG Wealth Management. “His recognition by Forbes is a testament to the impact he and his team have on their clients’ financial well-being.”
TSG Wealth Management continues to grow across the West Coast, and leaders like Gregg play a key role in maintaining the high standards the practice is known for.
“Gregg and his team continue to raise the bar in delivering results-driven wealth planning and exceptional client service,” said Brian Borst, CEO of TSG Wealth Management. “This award is well-earned and speaks to the impact of strong, collaborative leadership.”
For more information about La Jolla Wealth Partners, visit tsgwm.com/lajollawp.
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.
Pictured (from left to right): Mark Schulten – Partner, Sylvia Geffen – Managing Director, Gregg Shallan – Managing Director, Jaime Meronoff – Managing Director, Allen Schreiber – Partner, Brian Borst – CEO
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). See full disclosure.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). See full disclosure.