April Wilson is a board CERTIFIED FINANCIAL PLANNER® professional, senior team leader, and public speaker. After watching how personal financial decisions affected her family as a child, she became obsessed with understanding the powers of money and finance.
She has been in the financial services industry since 1994, and during that time has had the opportunity to work in two northwest financial advisory practices. In 2006 she started her own financial advisory practice in Bellevue with Pacific Capital Resource Group, a holistic financial services firm*.
Currently, April is one of 5 Vice President Positions at Pacific Capital Resource Group, Inc. She is a Certified Financial Planner, a designation only 20% of advisors have, and is one of 7 Female advisors of the 70 advisor firm**.
She is the expert eyes for her clients and an advocate for empowerment through education. She heads a Women’s Resource Group that reaches the community through educational seminars and speaking events, educating women on making better financial decisions and understanding areas of financial planning that are relevant to their everyday lives.
April resides in Kirkland with her husband Jason, daughter Zoe and son Jack. When April isn’t working she enjoys snow skiing, golfing, boating and biking.
Public Speaking, Leader of the Women’s Resource Group, Retirement Planning, Cash Flow and Goal Setting, Holistic Financial Planning, College funding, Women’s Financial Planning and Education.
April meets with clients to review their finances and discuss both their short and long term goals. She will analyze a client’s financial situation and determine which strategies could work best to meet their objectives. After tailoring a specific plan to help meet these needs and goals, April will meet with the client on a regular basis to stay updated on their portfolio and address any new goals the client wishes to create.
April has a relationship-driven approach to her financial planning, in which she strives to provide quality advice, implementation and a diversity of services at the highest possible standards. She provides comprehensive financial and insurance services helping her client’s obtain security and independence, while focusing on building long-term relationships.
Certifications and Awards
April earned her Certified Financial Planner™ professional designation in 2005. April also passed the FINRA exams 7, 66, and 24 in addition to having her Washington State Life, Disability, and Long Term Care Licenses. She is an Investment Adviser Representative of Hornor, Townsend and Kent, Inc. In 2014, April was named as a Five Star Professional® by Seattle Magazine***.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
***The Five Star Wealth Manager Award, administered by Crescendo Buiness Services, LLC (dba Five Star Professional), is based on 10 objective criteria:
1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
3) Favorable regulatory and complaint history review;
4) Fulfilled their firm review based on internal firm standards;
5) Accepting new clients;
6) One-year client retention rate;
7) Five-year client retention rate;
8) Non-institutionalized discretionary and/or non-discretionary client assets administered;
9) Number of client households served;
10) Educational and professional designations.
Wealth managers do not pay a fee to be considered or awarded.
Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner's future performance. 2,023 Seattle wealth managers were considered for the award; 530 (27 percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
CA Lic. #0F59624