Why I Became a Financial Advisor

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I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives. My financial advisor journey started…

Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

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n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden…

Axxcess Carlsbad expands into a new suite

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xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under…

Axxcess finalizes Fidelity IWS custodial relationship

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xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables…

How your CPA can help you navigate the new DOL Fiduciary Rule

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Overview ‍ lan sponsors, as a whole, are unaware that participants pay disparate fees, and service providers, particularly record-keepers that receive revenue-sharing payments, are not going to address it, experts say. It is incumbent…

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Scott Karl

Scott Karl

Advisor

Scott Karl is a Financial Advisor with Axxcess Wealth Management. He made the transition from venture capital to personal wealth management in 2011. In his early years, Scott enjoyed an enviable 6 year Major League Baseball career spanning 3 teams as a starting pitcher. Scott is keenly aware of the financial needs and intricate nature of high net worth individuals. He works tirelessly for his clients creating and adopting custom-built plans for wealth preservation, retirement income, and legacy planning.

Scott holds an Accredited Investment Fiduciary® designation to go with his Series 66, Series 7 and multiple state Insurance licenses. He is a huge proponent of teamwork and the Axxcess Platform of investment and product availability. Scott has built his client base meticulously by working with clients and referrals who want to develop an in-depth strategy and then execute it. He believes in open and honest communication as the best path to successful financial relationships.

Scott was married in Oct. 1999 and has two daughters who are accomplished volleyball players looking to further their successes at the collegiate level. Away from the office, he enjoys watching his daughters fulfill their dreams, golfing, serving as a board member for the Carlsbad Educational Foundation and spending time with his family and friends.