Jul 24, 2026 Strengthening an Award-Winning Team: La Jolla Wealth Partners Welcomes Leslie Castillo
La Jolla Wealth Partners of TSG Wealth Management is proud to welcome Leslie Castillo, CFP®, CDFA®, CEPA®, as its newest Managing Director. A seasoned wealth advisor with two decades of experience, Leslie joins one of Southern California’s most accomplished teams, a Forbes Best-In-State Wealth Management Team in both 2025 and 2026, bringing a client-first philosophy and a particular dedication to helping women take command of their financial futures.
Leslie earned her CFP® certification at just 23 and has spent the years since building a practice grounded in trust, clarity, and lasting relationships. She specializes in goal-based investment management and comprehensive wealth planning, guiding individuals, families, and business owners through the moments that reshape their financial lives: retirement, the sale of a business, the loss of a loved one, and divorce.
“What drew me to La Jolla Wealth Partners was a shared belief that real wealth management starts with truly understanding the person in front of you,” said Leslie. “I am especially passionate about helping women feel confident and in control of their financial lives, and joining a team with this depth of talent lets me serve clients at an even higher level.”
Her arrival continues a period of deliberate growth for La Jolla Wealth Partners, which has earned national recognition while staying rooted in the personal, relationship-driven service that defines TSG. For the team’s leadership, Leslie’s addition reflects exactly the kind of talent and values the practice is built around.
“Leslie is the rare advisor who pairs deep technical expertise with genuine care for the people she serves,” said Gregg Shallan, Managing Director. “She strengthens an already exceptional team, and our clients will feel the difference from day one.”
That client-first standard extends to how the team meets the distinct needs of the people it serves, including a growing number of women building and managing significant wealth. It is an area where Leslie’s experience, and her passion, stand out.
“Many women want to work with someone who understands their priorities and makes the conversation feel approachable, and that comfort can make all the difference in building confidence and staying invested for the long term,” said Sylvia Geffen, Managing Director. “Leslie brings exactly that, and she will be a tremendous resource for the women and families we serve.”
Beyond her work with women investors, Leslie’s breadth across retirement, business transitions, and multigenerational wealth adds another layer of capability to a team known for comprehensive, coordinated advice.
“What stands out about Leslie is how thoughtfully she builds a plan around each client’s goals,” said Jamie Meronoff, Managing Director. “She shares our commitment to doing right by clients in everything we do, and we could not be more excited to welcome her.”
La Jolla Wealth Partners is part of TSG Wealth Management, which supports over $21 billion in assets under management across a team of 174 professionals operating out of 26 offices throughout the western United States.*
To learn more about the team or to connect with Leslie, visit the La Jolla Wealth Partners page.
If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.
*As of 6/15/26.
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). 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.