Lisa Constant, Financial Advisor

Financial Advisor
Lisa Constant

ChFC®, CEPA®, CRPC™
2601 41st Ave Ste A, Soquel, CA 95073opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • LGBTQ+ Finances

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Hiking
  • Spending Time with Family
  • Outdoor Enthusiast
  • Sustainability
  • Animal Rescue

Team Members

  • Sean Miller
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(831) 269-3901

Fax

(877) 387-0250

Office Address

2601 41st Ave Ste A
Soquel, CA 95073opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz