La Jolla Wealth Partners Team Ranked #28 in Southern California on Forbes Best-In-State Wealth Management Teams List 11 Apr 2025, 3:13 pm

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 client service.

Under the leadership of Managing Directors Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Sylvia Geffen, and Jamie Meronoff, CFP®, AAMS®, La Jolla Wealth Partners has cultivated a reputation for providing forward-thinking wealth management solutions. With decades of combined experience, the team specializes in helping high-net-worth individuals, families, and business owners navigate the complexities of wealth planning.

“We are honored to be recognized by Forbes for our dedication to excellence in wealth management,” said Gregg Shallan. “Our approach has always been centered on understanding our clients’ unique financial landscapes and crafting strategies tailored to their long-term objectives.”

At La Jolla Wealth Partners, a collaborative approach ensures that clients receive well-rounded financial guidance that integrates investment management, retirement planning, estate strategies, and risk management. Their deep industry knowledge allows them to build comprehensive plans that adapt to changing economic environments.

“Our clients entrust us with their financial futures, and that’s a responsibility we take very seriously,” said Sylvia Geffen. “We focus on building lasting relationships, ensuring that each strategy we create aligns with their evolving goals and aspirations.”

As part of TSG Wealth Management, La Jolla Wealth Partners has access to the firm’s extensive resources, cutting-edge technology, and a broad network of financial professionals. This affiliation allows the team to deliver a boutique experience while leveraging the strength and stability of a larger organization.

“The recognition of our La Jolla Wealth Partners team is well deserved,” said Mark Schulten, Managing Partner of TSG Wealth Management. “Their dedication to client service and strategic wealth planning is a testament to the values that define TSG Wealth Management as a whole.”

With a client-first mentality, La Jolla Wealth Partners prioritizes a holistic approach to financial success, guiding clients through wealth preservation, generational planning, and investment strategies designed for long-term stability.

“Our mission is to provide financial clarity and confidence, helping our clients make informed decisions that support their vision for the future,” added Jamie Meronoff. “This recognition is a reflection of our team’s dedication to that mission.”

TSG Wealth Management continues to be recognized as one of the best teams, with multiple teams earning spots on the Forbes Best-In-State Wealth Management Teams list. The success of La Jolla Wealth Partners is a testament to the practice's culture of excellence, innovation, and unwavering commitment to client success.

To learn more about La Jolla Wealth Partners, click here to visit their team 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.

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). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 

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TSG Manhattan Beach Expands, Welcomes Alex Trejo as Newest Managing Director 7 Apr 2025, 5:28 pm

TSG Wealth Management is pleased to announce that Alex C. Trejo, CFP®, has joined the practice as the newest Managing Director in the Manhattan Beach office. With over 34 years of experience in comprehensive wealth planning, Alex brings a depth of knowledge and dedication to helping clients navigate their financial futures.

Throughout his career, Alex has specialized in personal and business retirement and investment planning. He has worked extensively with retirees from leading corporations such as Raytheon, Hughes/Boeing, Exxon, Northrop/TRW, Pacific Bell, Chevron, L.A. County, and Xerox. His extensive expertise, coupled with a passion for client success, makes him a valuable addition to the TSG team.

“I am thrilled to be part of a practice that values collaboration and prioritizes client success," reflected Alex. "TSG’s commitment to providing personalized financial strategies aligns with my own approach to wealth management. I look forward to contributing to the continued growth of the Manhattan Beach office and supporting clients in achieving their financial goals.”

Mark Schulten, Managing Partner at TSG Wealth Management, welcomed Alex, noting the strength he brings to the team. “Alex's deep knowledge and decades of experience will enhance our ability to provide tailored financial solutions. His dedication to building lasting client relationships makes him a perfect fit for TSG.”

In addition to his professional accomplishments, Alex has been a staple in the South Bay community, calling Manhattan Beach home for over 50 years. His local perspective and community ties further enrich his ability to understand and meet the unique needs of his clients.

“We are excited to welcome Alex to our Manhattan Beach office," expressed Allen Schreiber, Partner. "His impressive career and passion for client service align seamlessly with our team's values. Alex’s expertise will be instrumental in helping our clients plan for a secure financial future.”

Alex earned his Bachelor’s degree in Economics with an emphasis in Business from UCLA. He holds the CERTIFIED FINANCIAL PLANNER® designation and is a Registered Representative. His comprehensive understanding of investment strategies, tax-efficient planning, and estate management allows him to offer insightful and personalized financial advice.

Brian Borst, CEO of TSG Wealth Management, commented on the significance of this addition to the TSG: “At TSG, we are proud to foster a 'by advisors for advisors' atmosphere where the best in the industry can collaborate and grow. Bringing on accomplished leaders like Alex strengthens our ecosystem and enhances the resources we provide to our clients. His dedication to continuous learning and delivering tailored financial solutions makes him an excellent fit for TSG, and we are excited to see the impact he will make.”

Alex's enthusiasm for financial education extends beyond his client work. As a sought-after speaker, he regularly presents at investment and retirement planning seminars throughout Southern California, empowering individuals with the knowledge they need to make informed financial decisions.

Please join us in welcoming Alex C. Trejo to TSG Wealth Management. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

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The Petrie Group Ranked #15 in Nevada on Forbes Best-In-State Wealth Management Teams List 4 Apr 2025, 2:59 pm

TSG Wealth Management is excited to announce that The Petrie Group has been ranked #15 in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This recognition highlights the team’s commitment to delivering highly personalized wealth management services and long-term investment solutions tailored to their clients' unique needs.

Led by Managing Director Lisa Petrie, CFP®, The Petrie Group has built a reputation for providing exceptional financial guidance with a focus on collaboration and client-centered service. The team, including Vice Presidents Serina Foster and Claire Bowie, brings extensive industry experience and a passion for helping clients achieve their financial goals.

“This recognition is a testament to our dedication to building meaningful, long-lasting relationships with our clients,” said Lisa Petrie. “We take pride in offering customized financial strategies that empower our clients to confidently plan for their future.”

At the heart of The Petrie Group’s approach is a deep commitment to understanding each client’s financial aspirations. By offering tailored investment management and retirement planning solutions, the team helps ensure their clients are equipped with strategies designed to stand the test of time.

“Helping clients navigate complex financial decisions is what drives us every day,” said Serina Foster, Vice President. “Our goal is to provide clarity and confidence through thoughtful, well-structured wealth planning.”

As part of TSG Wealth Management, The Petrie Group benefits from the practice's expansive resources, technology, and industry insights while maintaining a boutique level of service. TSG’s mission is to deliver premier financial guidance through a relationship-driven approach, ensuring each client’s individual needs are met with expertise and care.

“TSG Wealth Management is built on the foundation of trust, experience, and exceptional client service,” said Mark Schulten, CFP®, Managing Partner of TSG Wealth Management. “The Petrie Group exemplifies these values, and we are incredibly proud to see them recognized on this prestigious Forbes list.”

With a team-driven mindset, The Petrie Group fosters a culture of collaboration, leveraging their collective experience to craft comprehensive financial strategies. Their ability to adapt to market changes while remaining focused on long-term success is what sets them apart.

“We believe that wealth management is about more than just investments; it’s about creating investment plans that align with our clients’ dreams and aspirations,” added Claire Bowie, CFP®, Vice President. “Our team is committed to delivering personalized strategies that grow and evolve alongside our clients.”

For years, TSG Wealth Management has been one of the best teams in the financial industry, with multiple teams consistently earning recognition from Forbes. The Petrie Group’s inclusion in the 2025 Forbes Best-In-State Wealth Management Teams list is a reflection of their dedication to excellence, strategic expertise, and client-first mentality.

For more information about The Petrie Group click here to visit their team 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.

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). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 

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TSG’s Legacy Team Ranked #1 in Nevada on Forbes Best-In-State Wealth Management Teams List 28 Mar 2025, 9:55 pm

TSG Wealth Management is proud to announce that its Legacy Team has been named the #1 Wealth Management Team in Nevada on the 2025 Forbes Best-In-State Wealth Management Teams list. This prestigious recognition highlights the team’s unwavering dedication to providing high-net-worth clients with personalized financial strategies, comprehensive wealth management, and a commitment to excellence.

Led by Managing Partner Mark Schulten and Partner Allen Schreiber, alongside key team members, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, the Legacy Team continues to set the standard for financial stewardship. With a collective approach centered on trust, experience, and strategic wealth planning, they provide tailored solutions that align with the long-term goals of their clients.

“This recognition by Forbes reflects our team’s hard work, passion, and relentless pursuit of providing top-tier financial guidance,” said Mark Schulten. “We are grateful for the trust our clients place in us, and we remain committed to delivering the highest level of service and expertise.”

TSG Wealth Management operates with a client-first philosophy, prioritizing transparency, integrity, and a commitment to long-term financial success. The practice believes that wealth management is about more than just numbers—it’s about empowering clients to help achieve their aspirations and secure their financial future.

The Forbes Best-In-State Wealth Management Teams list is compiled by SHOOK Research and ranks firms based on a rigorous assessment of qualitative and quantitative factors, including industry experience, assets under management, client retention, and a strong track record of ethical and professional standards.

“Our clients’ trust motivates us every day,” added Allen Schreiber. “We remain dedicated to delivering sound, strategic advice tailored to their goals, no matter how markets may change.”

Navigating financial markets requires a deep understanding of both opportunities and risks. John Szymura, Senior Vice President, emphasized the importance of adaptability in wealth management: “The financial landscape is constantly evolving, and our role is to provide clarity and stability. We work closely with our clients to navigate market complexities and ensure they are positioned for long-term success.”

Beyond investment strategies, the team is deeply committed to fostering strong client relationships. Lori Zorn, First Vice President, highlighted this client-focused approach: “At TSG, we believe in building lasting partnerships with our clients. Their goals become our goals, and we take pride in developing strategies that help them achieve financial confidence.”

The strength of the Legacy Team comes from its collective experience and collaboration. Merlin Micken, First Vice President, spoke to the team’s expertise and dedication: “Our team’s diverse experience and collaborative approach set us apart. We bring together multiple perspectives to craft customized solutions that meet each client’s unique needs.”

For years, TSG Wealth Management has been one of the best teams in the financial industry, with multiple teams earning Forbes accolades year after year. The practice's philosophy is built on relationships, trust, and results, ensuring each client receives a highly personalized approach to their wealth management needs.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

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). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 

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Irvine Open House 2025 27 Mar 2025, 6:41 pm

RSVP to Melissa Balboa, Client Associate
melissa.balboa@tsgwm.com | 949-508-2615

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Alastair Patterson Becomes TSG’s Newest Managing Director in Walnut Creek 18 Mar 2025, 3:22 pm

TSG Wealth Management is excited to announce that Alastair Patterson, CFP®, CPWA, has joined the Walnut Creek office as a Managing Director. Alastair brings with him a wealth of experience and a steadfast commitment to helping clients make informed and strategic financial decisions.

With a career in the financial industry that began in 2018, Alastair has focused on providing comprehensive guidance in areas including retirement planning, portfolio management, estate and legacy planning, and more. He became a CERTIFIED FINANCIAL PLANNER® professional to deepen his expertise and ensure that his clients receive holistic, well-rounded financial advice.

A Bay Area native, Alastair was born in Walnut Creek and has lived in Danville for the past 25 years. His commitment to client success is grounded in the long-term relationships he has cultivated with those he serves. Alastair expressed his excitement about joining TSG, saying, “I’m thrilled to be part of a team that values collaboration and access to innovative resources. TSG’s dedication to client success aligns perfectly with my own passion for helping clients achieve their financial goals."

Alastair’s background and philosophy reflect TSG Wealth Management’s core values. The practice has always prided itself on its client-first approach, and Alastair’s emphasis on collaboration and comprehensive support complements TSG's commitment to delivering personalized financial guidance.

“We are excited to have Alastair join our Walnut Creek team," commented Mark Schulten, Managing Partner. "His expertise in retirement planning and wealth management, combined with his commitment to providing holistic guidance, will greatly enhance the services we offer our clients in Walnut Creek. His local knowledge of the Bay Area and his passion for lifelong learning make him a great fit for our team.”

Alastair’s experience and dedication to long-term relationships align perfectly with TSG’s culture of collaboration. The Walnut Creek office has grown by focusing on delivering exceptional wealth management services while continually evolving with industry advancements. Alastair’s knowledge and client-focused approach will contribute to further strengthening the practice's ability to meet clients’ diverse needs.

Allen Schreiber, Partner at TSG Wealth Management, added, “Alastair brings a unique blend of professional expertise and a personal commitment to each of his clients. His ability to connect with people and truly understand their financial aspirations will help us continue delivering personalized, client-focused solutions.”

As a trusted advisor, Alastair’s personal touch and understanding of each client’s goals will continue to play a vital role in fostering meaningful, long-lasting relationships. His perspective and approach are a natural fit within TSG’s vision of providing a truly personalized wealth management experience.

“As TSG continues to expand, we are excited to bring in qualified advisors like Alastair to increase the effectiveness of our team," said Brian Borst, CEO. "His experience and passion for client success will strengthen our ability to provide personalized, comprehensive financial solutions. We’re looking forward to the continued growth of our Walnut Creek office and the impact that Alastair and other new team members will have on our clients.”

Beyond his professional achievements, Alastair has a passion for lifelong learning and his commitment to personal and professional development continue to shape the way he serves his clients. At TSG Wealth Management, he will continue to help clients make well-informed financial decisions, backed by the comprehensive resources and support of his team.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

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TSG Expands Manhattan Beach Team Welcoming Jason Cole as Newest Managing Director 13 Mar 2025, 9:10 pm

Manhattan Beach, CA — TSG Wealth Management is proud to welcome Jason Cole as the newest Managing Director at our Manhattan Beach office. With over 33 years of experience as an Financial Advisor, Jason has built a distinguished career helping clients navigate complex financial landscapes with confidence and clarity. Joining him is Registered Client Associate Carl Leiva, further strengthening TSG’s commitment to providing best-in-class client service.

“We are thrilled to welcome Jason and Carl to TSG Wealth Management,” said Mark Schulten, Managing Partner at TSG. “Jason’s depth of experience, strategic insight, and unwavering dedication to his clients align perfectly with TSG’s mission. His addition further strengthens our ability to deliver personalized, sophisticated financial guidance.”

Jason has been consistently recognized for his expertise and commitment to excellence, including being named a Forbes Best-in-State Advisor for 2024, 2023 and 2022. His ability to develop tailored financial strategies and build lasting relationships has made him a trusted advisor to high-net-worth individuals and families.

“Joining TSG Wealth Management is an incredible opportunity to continue delivering the highest level of service to my clients while collaborating with an exceptional team,” said Jason Cole. “TSG’s client-first philosophy and culture of excellence make this the ideal next chapter in my career. I look forward to contributing my experience and insights to the firm’s continued success.”

TSG Partner Allen Schreiber echoed the enthusiasm, highlighting the impact Jason will have on the firm. “Jason’s leadership and expertise make him an invaluable addition to TSG. His ability to craft comprehensive financial strategies and foster meaningful client relationships truly sets him apart. We are excited to have him on board and look forward to the contributions he will make.”

A graduate of UC Riverside with a degree in Business, Jason is a lifelong Angeleno, who now resides in Palos Verdes Estates with his life partner, May. Outside of work, he is an avid golfer, traveler, and music enthusiast, as well as a dedicated soccer dad to his daughter, Sophia, who will be graduating from Middlebury College this spring.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). View Award Disclosures

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From Clients to Canines: Ingrid Robertson Earns Employee of the Quarter and Gives Back to the Pups 13 Feb 2025, 7:10 pm

From Clients to Canines: Ingrid Robertson Earns Employee of the Quarter and Gives Back to the Pups

TSG is proud to recognize Ingrid Robertson as the latest Employee of the Quarter. As a Client Associate for Garcia, Barnblatt, Foster of TSG Wealth Management, Ingrid has consistently demonstrated professionalism, dedication, and an unwavering commitment to supporting clients and her team.

Ingrid’s journey with TSG Wealth Management reflects her passion for building lasting client relationships and ensuring seamless operations within the team. With over two decades of experience in the financial industry, her expertise and dedication make her an integral part of the Garcia, Barnblatt, Foster of TSG Wealth Management team. Ralph Garcia, a Managing Director of the team, highlighted her contributions, noting, “Ingrid is an integral part of our team, and her hard work does not go unnoticed. Her positive attitude and dedication to supporting both our clients and our team’s mission are truly inspiring. This recognition is well-deserved.”

“Ingrid’s dedication to our clients and her ability to keep everything running smoothly behind the scenes is unmatched," echoed Brad Barnblatt, Managing Director. "She brings a sense of calm and confidence to every challenge, which strengthens our entire team.”

As part of the Employee of the Quarter honor, Ingrid was given the opportunity to select a charity to receive a donation on her behalf. She chose Wonder Dog Rescue, a San Francisco-based nonprofit that has long held a special place in her heart. Reflecting on this decision, Ingrid shared, “About 23 years ago my husband and I wanted to rescue a dog. After some research we discovered Wonder Dog Rescue here in our hometown of San Francisco. We read fantastic reviews about how caring and compassionate this rescue was. They rescue dogs who are at the greatest risk of euthanasia in the shelters due to medical issues, both physical and emotional. They are a wonderful organization and this is why I chose to donate to them. We have adopted three dogs from them through the years.”

Founded in 1990, Wonder Dog Rescue has provided countless at-risk dogs with a second chance at life. By focusing on animals with significant medical or emotional needs, the organization’s mission aligns with TSG’s commitment to supporting meaningful causes. Ingrid’s connection to this charity underscores her compassionate nature and dedication to making a difference both in and out of the office.

Being named Employee of the Quarter is an honor Ingrid does not take lightly. “It makes me feel valued and appreciated,” she said. “I know my hard work matters and that I am an important part of the team.” Her enthusiasm and drive enhance her commitment to TSG's core values of teamwork, excellence, and a client-first approach.

Mark Schulten, Managing Partner at TSG Wealth Management, shared his admiration for Ingrid’s contributions, stating, “Ingrid’s commitment to excellence and her genuine care for our clients set a high standard for our entire team. Her ability to handle challenges with grace and professionalism is a testament to her character. We are proud to have her on our team.”

TSG Wealth Management, headquartered in Long Beach, California, has built a reputation for providing tailored financial advice and investment strategies. The Garcia, Barnblatt, Foster of TSG Wealth Management, part of TSG’s dynamic network, embodies the firm’s mission of prioritizing client needs and fostering a collaborative culture.

Please join us in congratulating Ingrid Robertson on this well-earned honor and in celebrating the impactful work of Wonder Dog Rescue. To learn more about this remarkable organization or how you can support their mission, visit wonderdogrescue.org. For more about TSG Wealth Management, visit the TSG homepage or our services page.

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TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025 28 Jan 2025, 5:20 pm

TSG Kickoff: Reflecting on 2024 and Looking Ahead to 2025

At TSG Wealth Management, 2024 was a year of unparalleled growth and accomplishment. Together, we reached new heights, delivering exceptional results for our clients and fostering stronger relationships across the board. As we celebrate our achievements and prepare for the journey ahead, our commitment to excellence, trust, and teamwork remains at the heart of everything we do.

Celebrating 2024’s Success

One of the key elements that differentiates TSG Wealth Management is our dedication to service, transparency, and a culture of teamwork. Across all our locations, the spirit of collaboration has been a cornerstone of our success. This esprit de corps has empowered us to elevate the client experience and set a new standard in wealth management.

Ambition, Innovation, Purpose: The Roadmap to 2025

As we look to 2025, our focus sharpens on ambition, innovation, and purpose. These values guide our mission to create a space where advisors can thrive, clients can benefit from groundbreaking strategies, and team dynamics continue to flourish.

At TSG, we are building a legacy driven by trust, defined by excellence, and fueled by growth. Our goal is to deliver a platform that enhances both the client and advisor experience in ways never before imagined. Central to this mission is the implementation of our 12 Pillars of Wealth Management, which form the foundation of our holistic approach.

Shaping the Future, Together

This is our moment. Together, we can shape the future of wealth management, continuously improving how we serve our clients. By staying true to our principles—always doing the right thing for the client—we foster trust and build lasting relationships.

As Mark Schulten, Managing Partner, reminds us: "Get up, dress up, show up, and never give up!" This ethos encapsulates the drive and determination that will propel us into 2025 and beyond.

We invite you to join us in celebrating the successes of 2024 and embracing the exciting opportunities that lie ahead. Watch the video to get excited for 2025 and let’s rise together. Here’s to 2025!

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Stephen Sullaway Brings Over 40 Years of Expertise to La Jolla Wealth Partners 8 Jan 2025, 10:07 pm

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.

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