Gregory Syrios

With a career that spans over three decades, Greg has dedicated himself to guiding clients toward their financial goals with expertise and integrity.

Greg’s journey began as a stockbroker trainee at Olde Discount Stockbrokers, where he quickly advanced to the high net worth trading desk of Private Brokerage on the East Coast. After returning to California, he became the branch manager of the Encinitas office. In 1997, Greg joined A.G. Edwards, where he rose to the rank of Senior Vice President. Following a series of acquisitions, Greg spent several years at Wells Fargo Advisors, serving as Managing Director - Investments until 2024. His exceptional service was recognized with Platinum Council Membership from 2010 to 2024 and Forbes Best in State of California awards for 2022, 2023, and 2024. Now, Greg proudly leads as the Founder and Managing Director of Syrios Wealth Management Group, Inc.

Greg holds a B.S. in Business Administration Finance from San Jose State University and is both a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst™. He earned his CIMA® certification from the Wharton School of Business at the University of Pennsylvania. Greg specializes in financial planning, portfolio management, wealth management, and money manager selection. He serves private clients and institutions, including non-profit organizations, corporations, foundations, and endowments.

Residing in La Jolla with his family, Greg enjoys tennis, snowboarding, and traveling. He’s an active member of La Jolla Christian Fellowship and supports the San Diego Rescue Mission, where he previously served as Chairman of the Board.

_{The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Greg Syrios in 2022, 2023 and 2024 for the period of 1/1/2022 – 12/31/2024.  Being a Forbes Best-In-State Wealth Advisor does not mean Greg Syrios is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of Syrios Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking.  
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com}