Karl Tresner is a Wealth Advisor at Soltis Investment Advisors, where he works with individuals, families, and business owners to bring clarity and confidence to their financial lives. His approach begins with listening—understanding what matters most—so that every strategy reflects each client’s values and supports the life they want to live. He believes wealth is not simply about accumulation, but about creating the freedom to pursue what is most important. Known for his thoughtful, relationship-driven approach, Karl helps clients simplify complexity, avoid unnecessary risk, and move forward with a clear sense of direction as a steady, trusted partner.
Before joining Soltis, Karl developed more than 18 years of experience across wealth management and financial markets. He previously served as a Senior Financial Advisor at Morgan Stanley and as a Director Retirement Planner at Fidelity Investments, guiding clients through investment and planning decisions across varying market environments. He also worked alongside executives and business leaders on complex capital planning, offering perspective on how financial decisions impact both short-term flexibility and long-term outcomes.
Karl grew up in Oregon then moved to Utah as a teenager and attended the University of Utah, where he earned a Bachelor’s degree in Business Administration. He has earned the Chartered Retirement Planning Counselor (CRPC®) designation and holds FINRA Series 7, 63, and 66 licenses.
Outside of his professional work, Karl enjoys staying active through fitness and outdoor pursuits, including hiking throughout Utah. He values time spent with family and with his Bernese Mountain Dog, Panda.