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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...
TSG is excited to celebrate La Jolla Wealth Partners as they earned a distinguished place on the Forbes Best-In-State Wealth Management Teams list for 2026, ranking #33 in Southern California. This latest accolade underscores the team's exceptional skill in delivering tailored, high-touch wealth strategies amid...
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...
TSG Wealth Management is proud to announce that La Jolla Wealth Partners has been named to the Forbes Best-In-State Wealth Management Teams list, ranking #28 in Southern California for 2025. This prestigious recognition highlights the team’s unwavering commitment to delivering sophisticated financial strategies and personalized...
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