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April Wilson, CFP®

April Wilson, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

425-645-0529

awilson@pcrg.com

Contact

Pacific Capital Resource Group, Inc.

Office: (425) 658-0530

Office: (425) 658-0533

Office: (425) 658-0519

Fax: (425) 645-0529

10900 NE 4th Street

Suite 2300, #2413

Bellevue, WA 98004

Series 7, Series 66, Series 24 (vary by individual)

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice.

Registered Representatives, Elevate Planning Partners, and Pacific Capital Resource Group, Inc. (PCRG) do not accept time-sensitive, action-oriented messages or transaction orders, including orders to purchase or sell securities, via electronic mail. PCRG is a licensed insurance agency. PCRG headquarters: 10900 NE 4th Street, Suite 2300, #2413, Bellevue, WA 98004, 425-658-0530, www.pcrg.com. For full disclosures, please visit osaic.com/disclosures.

Certified Financial Planner Board of Standards Inc. owns the certification mark 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 Osaic Wealth, Inc. registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, RI, SD, TX, UT, VA, VT, WA, WY, WI.

Melissa Larson's California Insurance License Number: 0C59515
April Wilson's California Insurance License Number: 0F59624

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