Karl Salocks

Karl takes the time to clearly define and isolate the goals of all clients he works with and develops a roadmap towards the realization of such goals, while maintaining awareness of tax mitigation, investment allocation, philanthropic preferences, and generational planning. 

Karl entered the financial services industry in 2013 working for Morgan Stanley. While at Morgan Stanley, Karl worked in a number of capacities, ultimately serving as Financial Planning Director for a region that included seven offices and over two hundred advisors, providing guidance to clients and advisors alike on a broad array of financial planning topics. In 2026, Karl joined Carson Wealth in San Rafael, California to better serve clients in the geographical area he is close to in a more direct and dedicated way. Karl received his bachelor’s degree in business administration from Stan Diego State University, and his M.B.A. from San Francisco State University. He also holds the CERTIFIED FINANCIAL PLANNER® designation, as well as the Certified Private Wealth Advisor® designation from the Investments and Wealth Institute.

In his free time, Karl loves staying physically active, whether that means hiking or in the gym. He also is major music enthusiast, dabbling in several styles.

Karl Salocks is not affiliated with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera or its registered representatives.