LISA CONSTANT
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Lisa Constant is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Lisa Constant - - Edward Jones - Soquel, California, city=Soquel, display_country=United States, hs_object_source_detail_1=Find A CEPA (JULY 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=lisa-constant, lname=Constant, hs_object_source_id=enrollmentId:1177876657444;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202024/CONSTANT-LISA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July%202024.pdf, hs_createdate=1722256893463, cohortium_profile_title=Lisa Constant | Financial Advisor at Edward Jones | CEPA Connect Member, state=California, id=14297198343, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Lisa Constant, email=l.constant@edwardjones.com, cohortium_meta_description=Connect with Lisa Constant, a specialized Financial Advisor working with Edward Jones based in California., cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202024/CONSTANT-LISA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-June%202024.pdf, associated_contact_record_id=20952401810, website=http://www.edwardjones.com/l-constant, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202024/7344_Constant_CEPA-Certificate-2024-July.pdf, is_editable=editable, url_slug_2=lisa-constant, impersonate_user_url=https://exit-planning-institute.org/member-detail/lisa-constant?impersonation=true, full_name=Lisa Constant, hs_lastmodifieddate=1764932316615, phone=8312693901, company_name=Edward Jones, name=Lisa, hs_object_id=14297198343, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=95073, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
http://www.edwardjones.com/l-constant - Phone: 8312693901
- City: Soquel
- State: California
- Postal Code: 95073
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
