April Esparza is the executive assistant to Jordan Colman in the San Diego office of Octavia Wealth Advisors. With more than 18 years of financial industry experience, April excels at meeting client needs and exceeding expectations. She believes in creating exceptional client experiences. By building strong relationships based on trust and understanding, April plays a key role in creating a positive workplace culture for everyone.
Prior to joining Octavia in 2024, April worked at UBS Financial Services as a Client Service Associate. Before that, she spent 16 years at Smith Barney, which became Morgan Stanley, holding the position of Senior Client Associate/Operations Specialist.
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April is happily married and the proud mother of two children. When she isn’t cheering for her kids’ baseball or soccer teams, she loves hosting game nights for family and friends. Recently, she added a new bread making hobby that she thoroughly enjoys—and so does everyone who gets to share the fresh-baked results!