At Syrios Wealth Management Group, we're more than just financial advisors—we're your partners in planning for the future. As a Certified Financial Planner and fiduciary, our commitment is unwavering: we work solely for you, putting your best interests first in every decision we make. With a focus on personalized, planning-based strategies, we take the time to understand your unique goals and craft tailored solutions that align with your long-term vision.

Think of us as the quarterback of your financial team. We don't just look at where you are today; we anticipate where you need to be tomorrow, using fundamental and technical analysis to guide our strategies during various stages of an economic cycle. With consistent and regular reviews, we help ensure that your plan stays on track, adjusting as needed to keep pace with developing market events, and helping to foster further financial success, by leveraging our experience in good and challenging environments.

Unlike large firms, our focus is entirely on our clients. We've had the privilege of working with multiple generations within families, building relationships that last through the years. Our consistent investment process and top-down planning approach helps ensure that your portfolio is designed to meet your specific needs, whether they're for the short, intermediate, or long term.

At Syrios, we're here to help you navigate the complexities of wealth management with confidence and clarity.

Ready to take Syrios control of your financial future? Let’s start the conversation. 

Schedule a complimentary consultation today and discover how Syrios Wealth Management Group can help you achieve your goals with confidence and clarity.

More About Our Credentials

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 76,000 individuals have obtained CFP® certification in the United States.

To attain the right to use the CFP® marks, an individual must currently satisfactorily fulfill the following requirements:

 

CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.

Certified Investment Management Analyst® (CIMA®) is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards.

The CIMA Certification requires advisors to meet rigorous standards:

  • Experience: At least three years of relevant financial services experience and a clean regulatory record
  • Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification
  • Education: Complete executive education at a top 25 global business school
  • Exam: Pass a stringent five–hour examination
  • Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education 

About Gregory Syrios, CFP®, CIMA®

Founder, Managing Director

Portfolio Manager

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.

Meet the team

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Greg Syrios in 2022 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

  • Education

    Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;

  • Examination

    Pass the comprehensive CFP® Certification Examination. The examination, administered in 6 hours, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;

  • Experience

    Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); 

  • Ethics

    Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Continuing Education

    Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; 

  • Ethics

    Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.