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Erik Simmons

Erik Simmons


Erik Simmons joined Axxcess Wealth Management in 2015. The primary role of a Wealth Advisor from a client’s perspective is solving or enhancing their financial situation. Most advisors believe it is the ability to deliver an unlimited array of solutions to meet the needs of our clients. The hard and fast reality of our industry is that very few advisors can actually deliver. Axxcess Wealth Management was built to serve the diverse needs of their clients. In his 20+ years in the industry, Erik feels fortunate to be part of a team which supports the needs of his ever evolving audience.
Erik takes time to navigate through changing economic cycles, discerning false market signals, as well as properly assessing risk. Before he can consider all of the impacts to his clients’ financial situations, he must first focus on his core mission. This mission is responsibility for assessing, handling, and delivering most - if not all - of the financial well-being of his clients. His experience as a financial advisor with firms such US Bank and Chase Private Client Group, has allowed him to implement plans and help his clients achieve their financial goals.

My wife, Melissa and I live in Carlsbad California with our three sons, Caden, Kingston, Cassius. I enjoy snowboarding, surfing, motocross and an occasional trip to Del Mar to watch the horses run.

Erik holds a Series 7 General Securities License, 63 and 65.