Jan 08, 2025 Stephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners
Stephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners
La Jolla, CA – La Jolla Wealth Partners of TSG Wealth Management is excited to announce that seasoned retirement plan specialist, Stephen Sullaway has joined the La Jolla Wealth Partners team as its newest Managing Director.
A Chartered Retirement Plans Specialist, Accredited Investment Fiduciary and Qualified Plan Financial Consultant, Steve works with retirement plan fiduciaries to review and monitor plan investments, benchmark plan fees, develop fiduciary best practices, and oversee employee education and financial wellness. Steve also works with individuals to help design retirement income solutions.
“Steve is a fantastic addition, bringing unparalleled expertise in delivering retirement plan solutions designed to meet the goals and objectives of retirement plan sponsors and their employees”, said Gregg Shallan, Managing Director. “His values and vision align seamlessly with our team’s client-first philosophy.”
“I’ve worked with Gregg, Sylvia and Jamie for years, with a number mutual clients, and I’m excited to officially join the La Jolla Wealth Partners team”.
Steve is supported by the Wells Fargo Advisors Retirement Plan Consulting Group, which is comprised of highly skilled professionals, well versed in the complexities of implementing and maintaining a successful retirement savings program.
Managing Directors Sylvia Geffen and Jamie Meronoff added, “Steve’s addition marks another step forward in La Jolla Wealth Partners’ mission to deliver unparalleled, personalized financial solutions to both individuals and businesses.”
La Jolla, renowned for its picturesque coastline and thriving local economy, serves as a backdrop to an innovative and client-centered wealth management approach. With a keen understanding of both regional and broader financial landscapes, the La Jolla Wealth Partners team excels in building long-term strategies.
For more details on how the La Jolla Wealth Partners team can support your financial journey, please visit the La Jolla Wealth Partners team page.