December Finance Speaker Bios

 April Wilson, CFP is a board CERTIFIED FINANCIAL PLANNER® professional, senior team leader, and public speaker Pacific Capital Resource Group, Inc.  After watching how personal financial decisions affected her family as a child, she became obsessed with understanding the powers of money and finance. April 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. 

  • Key Note: "What Women Need to Know About Finance" & breakout session: "What You need to Know for Tax Season"

Cecille NguyenMBA is an Account Manager at Pacific Capital Resource Group, Inc. Cecille helps individuals identify their current financial situation, determine future financial objectives, and then helps individuals implement a program to achieve those objectives

  • Breakout Session: "How to Select a Financial Planner"

Leanne Plancic is a Financial Consultant at AXA Advisors, LLC, specializing in helping women professionals, young professionals, LGBT/Same-sex couples, individuals experiencing job changes, newly married couples, and more. Leanne is a Board member on the National Association of Women MBAs.

Breakout Session: "5 Habits of Financially Successful Women"


Member Login
Welcome, (First Name)!

Forgot? Show
Log In
Enter Member Area
My Profile Not a member? Sign up. Log Out