Sep 02, 2026 Meet TSG: Gregg Shallan of La Jolla Wealth Partners

In this installment of our Meet TSG series, we introduce Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Managing Director and a senior partner with La Jolla Wealth Partners of TSG Wealth Management. Gregg shares how his team leads with a collaborative, strengths-based approach—pairing group leadership and business strategy with hands-on work advising individuals, foundations, and business owners. With more than 22 years of experience, he helps clients build and preserve wealth, plan for stable retirements, pass on their legacies to the next generation, and navigate the complex transition of selling or succeeding a business.

A retired U.S. Navy Commander and former Explosive Ordnance Disposal officer, Gregg brings a disciplined, preparation-first mindset to his practice—summed up in the “seven Ps” he learned in the service. Outside of work, he loves the outdoors, hiking with his Labrador, and has summited Mt. Kilimanjaro and Mt. Aconcagua. Gregg and his wife, Jo, enjoy watching their two daughters perform in theater.

Learn more about Gregg: https://tsgwm.com/about/gregg-shallan

Learn more about La Jolla Wealth Partners: https://tsgwm.com/lajollawp