April Renee

April Renee Email and Phone Number

Founder and Senior Wealth Advisor @ White Oak Planning LLC
Englewood, CO, US
April Renee's Location
Aurora, Colorado, United States, United States
About April Renee

Hello LinkedIn Community! I'm April Renee. With over 16 years of experience in the financial industry, I am dedicated to helping individuals and families like yours navigate the complexities of financial planning to achieve both short-term and long-term goals.You can reach me by phone at 720.994.6247, or email April@AVLfinancial.comA Unique JourneyBefore diving into the world of finance, my path was quite different. I started my career as a Registered Dental Hygienist, where I developed a deep understanding of the value of care, precision, and attention to detail. These qualities have seamlessly transitioned into my role as a Financial Representative, where I apply them to provide the highest level of service to my clients.Embracing the Colorado LifestyleLiving in Colorado has allowed our family to embrace the beauty of the great outdoors. When we're not assisting clients or spending quality time together, you'll often find us exploring the breathtaking landscapes of Colorado. mountain biking, fly fishing, and hiking are some of our favorite pastimes. These activities not only provide an exhilarating escape but also teach valuable lessons about patience, strategy, and determination—qualities that I incorporate into my financial planning approach.Why LPL Financial?I've chosen to join LPL Financial because of our shared commitment to providing personalized financial solutions tailored to each client's unique needs. LPL's dedication to independence, transparency, and a client-first philosophy align perfectly with my own values as a Financial Representative. Together, we can embark on a journey to manage your financial future, no matter where you are on your path.Let's ConnectI believe that every individual and family deserves financial security and the opportunity to achieve their dreams. If you're ready to take control of your financial future, whether it's planning for retirement, saving for your children's education, or pursuing any other financial goal, I'm here to help. Please don't hesitate to reach out and schedule a consultation. Together, we can create a roadmap to financial independence that aligns with your aspirations.Thank you for taking the time to get to know me. I look forward to meeting you and assisting you on your financial journey. Here's to a brighter financial future!

April Renee's Current Company Details
White Oak Planning LLC

White Oak Planning Llc

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Founder and Senior Wealth Advisor
Englewood, CO, US
April Renee Work Experience Details
  • White Oak Planning Llc
    Founder And Senior Wealth Advisor
    White Oak Planning Llc
    Englewood, Co, Us
  • Lpl Financial
    Sr. Investment Consultant
    Lpl Financial Oct 2023 - Present
    Denver Metro Area
    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​
  • Transamerica Financial Advisors, Inc.
    Senior Registered Representative
    Transamerica Financial Advisors, Inc. Aug 2008 - Oct 2023
    Denver Metro Area

Frequently Asked Questions about April Renee

What company does April Renee work for?

April Renee works for White Oak Planning Llc

What is April Renee's role at the current company?

April Renee's current role is Founder and Senior Wealth Advisor.

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