Elevate Planning Partners
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 services 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 advisers have, and is one of 7 female advisers of the 70-adviser firm**.
She is the experienced 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 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 obtain 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 Royal Alliance.