April Wilson Financial
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 address their objectives. After tailoring a specific plan to help pursue 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 pursue financial independence, while focusing on building long-term relationships.
Our History
April 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 services practice in Bellevue with Pacific Capital Resource Group, a holistic financial services firm*.
Our Resources
Want to learn more about family planning, life and disability insurance, or retirement? We have a wealth of resources.
Our Values
After watching how personal financial decisions affected her family as a child, April became obsessed with understanding the powers of money and finance.