Constant Wealth Partners - Wealth Advisor: Lisa Constant

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Constant Wealth Partners - Wealth Advisor: Lisa Constant /*********/
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Excited to partner with Salt & Ledger for this local workshop! We'll be talking about how accountants and wealth advisor...
10/02/2026

Excited to partner with Salt & Ledger for this local workshop! We'll be talking about how accountants and wealth advisors work together to uncover planning opportunities, simplify tax season, and support long-term financial success. Hope to see you there!

So grateful for the support as a start my new firm at Constant Wealth Partners.
07/02/2026

So grateful for the support as a start my new firm at Constant Wealth Partners.

So excited to be invited by Tamara to share on She’s not Done Yet. . I love coaching and helping people with life tran...
07/01/2026

So excited to be invited by Tamara to share on She’s not Done Yet. .

I love coaching and helping people with life transitions.

A recording from Lisa Constant and Tamara Monosoff, Ed.D.'s live video

Address

820 Bay Avenue Suite 136
Capitola, CA
95010

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 6pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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