Senior Wealth Manager
Current
Jun 2024 - Present
AeroLeads people directory · profile
Scott Karl Email & Phone Number
Wealth Manager at Silverleaf Wealth Management
at
Silverleaf Wealth Management
1 work email found
@axxcesswealth.com
3 phones found area 813
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager at Silverleaf Wealth Management
Location
Carlsbad, California, United States
Company size
Who is Scott Karl? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Scott Karl is listed as Wealth Manager at Silverleaf Wealth Management at Silverleaf Wealth Management, a company with 10 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at axxcesswealth.com, phone signal with area code 813, and a matched LinkedIn profile for Scott Karl.
Scott Karl previously worked as Senior Wealth Manager at Silverleaf Wealth Management and Wealth Manager at Axxcess Wealth Management. Scott Karl holds Accounting from University Of Hawai‘I - Shidler College Of Business.
Company email context
Email format at Silverleaf Wealth Management
This section adds company-level context without repeating Scott Karl's masked contact details.
{first}@axxcesswealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Scott Karl. Compare company email patterns before reaching out.
Profile bio
About Scott Karl
Finding the right person to invest your hard earned money is sometimes a scary thought. During my time in Major League Baseball, I noticed that my advisors did not do a good job of risk management or portfolio diversification. Since 2011, I have been working side by side with professionals and provide them with the best financial options through thorough due diligence, diversification and risk management.Get in touch with me today for a free fiduciary review regarding cost and plan management.- Scott Karl+1 760 460 1575scott@axxcesswealth.comhttps://www.axxcesswealth.com/
Listed skills include Investments, Asset Management, Portfolio Management, Strategic Planning, and 46 others.
Current workplace
Scott Karl's current company
Company context helps verify the profile and gives searchers a useful next step.
Silverleaf Wealth Management
11 roles
Scott Karl work experience
A career timeline built from the work history available for this profile.
Wealth Manager
May 2018 - Jul 2024
Registered Investment Advisor
Tcfg Investment Advisors
Mar 2017 - May 2018
Partner
Financial Planning predominantly focused on retired individuals and soon-to-be retirees.
Sep 2015 - Mar 2017
Regional Vice President, Wealth Manager, Lucia Capital Group
Oversaw 400+ clients in 4 distinct Southwest markets for financial planning and wealth management.
Sep 2011 - Sep 2015
Co-Founder
Spotlight Sports
Magazine focused on prep sports in San Diego featuring over 40 high schools and dozens of sports.
Oct 2009 - Sep 2011
Owner
Major League Lessons
I currently provide private baseball lessons in the north part of San Diego County. These lessons are typically 1x1 however I have done entire team practices to focus on overall skill enhancement. My students range in age from 8-18 and concentrate on specific disciplines as well as overall team fundamentals.
Oct 2008 - Sep 2011
Senior Member
Topline Capital, Llc
Raising capital for Angel round venture capital opportunities.
Oct 2007 - Dec 2008
Apr 2006 - Oct 2007
Feb 2005 - Apr 2006
Pitcher
Played Major League Baseball for 6 seasons with the Milwaukee Brewers, Colorado Rockies and Anaheim Angels.
Apr 1995 - Jul 2001
Team & coworkers
Colleagues at Silverleaf Wealth Management
Other employees you can reach at silverleafwealth.com. View company contacts for 10 employees →
LC
Lauren Clark
Colleague at Silverleaf Wealth Management
Omaha, Nebraska, United States, United States
View →
PS
Patty Sacco Krueger, Fpqp®
Colleague at Silverleaf Wealth Management
Plattsmouth, Nebraska, United States, United States
View →
KT
Kerri Trecker
Colleague at Silverleaf Wealth Management
Carroll, Iowa, United States, United States
View →
AL
Anne Lewis
Colleague at Silverleaf Wealth Management
Austin, Texas, United States, United States
View →
ED
Everett Dwyer
Colleague at Silverleaf Wealth Management
Omaha, Nebraska, United States, United States
View →
CK
Curt Krueger
Colleague at Silverleaf Wealth Management
Omaha Metropolitan Area, United States
View →
TK
Tim Kelly
Colleague at Silverleaf Wealth Management
Omaha Metropolitan Area, United States
View →
JG
Justin Gibson
Colleague at Silverleaf Wealth Management
Omaha Metropolitan Area, United States
View →
HV
Heather Vondra
Colleague at Silverleaf Wealth Management
Oshkosh, Wisconsin, United States, United States
View →
RW
Renee Welch
Colleague at Silverleaf Wealth Management
United States, United States
View →
Lauren Clark
Colleague at Silverleaf Wealth Management
Omaha, Nebraska, United States, United States
View →
PS
Patty Sacco Krueger, Fpqp®
Colleague at Silverleaf Wealth Management
Plattsmouth, Nebraska, United States, United States
View →
KT
Kerri Trecker
Colleague at Silverleaf Wealth Management
Carroll, Iowa, United States, United States
View →
AL
Anne Lewis
Colleague at Silverleaf Wealth Management
Austin, Texas, United States, United States
View →
ED
Everett Dwyer
Colleague at Silverleaf Wealth Management
Omaha, Nebraska, United States, United States
View →
CK
Curt Krueger
Colleague at Silverleaf Wealth Management
Omaha Metropolitan Area, United States
View →
TK
Tim Kelly
Colleague at Silverleaf Wealth Management
Omaha Metropolitan Area, United States
View →
JG
Justin Gibson
Colleague at Silverleaf Wealth Management
Omaha Metropolitan Area, United States
View →
HV
Heather Vondra
Colleague at Silverleaf Wealth Management
Oshkosh, Wisconsin, United States, United States
View →
RW
Renee Welch
Colleague at Silverleaf Wealth Management
United States, United States
View →
1 education record
Scott Karl education
FAQ
Frequently asked questions about Scott Karl
Quick answers generated from the profile data available on this page.
What company does Scott Karl work for?
Scott Karl works for Silverleaf Wealth Management.
What is Scott Karl's role at Silverleaf Wealth Management?
Scott Karl is listed as Wealth Manager at Silverleaf Wealth Management at Silverleaf Wealth Management.
What is Scott Karl's email address?
AeroLeads has found 1 work email signal at @axxcesswealth.com for Scott Karl at Silverleaf Wealth Management.
What is Scott Karl's phone number?
AeroLeads has found 3 phone signal(s) with area code 813 for Scott Karl at Silverleaf Wealth Management.
Where is Scott Karl based?
Scott Karl is based in Carlsbad, California, United States while working with Silverleaf Wealth Management.
What companies has Scott Karl worked for?
Scott Karl has worked for Silverleaf Wealth Management, Axxcess Wealth Management, Tcfg Investment Advisors, Platinum Wealth Partners Inc, and Rjl Wealth Management, Llc.
Who are Scott Karl's colleagues at Silverleaf Wealth Management?
Scott Karl's colleagues at Silverleaf Wealth Management include Lauren Clark, Patty Sacco Krueger, Fpqp®, Kerri Trecker, Anne Lewis, and Everett Dwyer.
How can I contact Scott Karl?
You can use AeroLeads to view verified contact signals for Scott Karl at Silverleaf Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Scott Karl attend?
Scott Karl holds Accounting from University Of Hawai‘I - Shidler College Of Business.
What skills is Scott Karl known for?
Scott Karl is listed with skills including Investments, Asset Management, Portfolio Management, Strategic Planning, Financial Analysis, Wealth Management, Business Development, and Risk Management.
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