73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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Learn about disclosures →Lisa is a senior financial planner at Keystone Wealth Services and a financial planner at Capital CS Group. She is also involved with C2 Independence, LLC, Core Income, The Blue Print Insurance, and Caress Insurance Agency, Inc, spending about half her time on C2 Independence, LLC and minimal time on the others. Lisa's activities include financial planning, consulting, and selling fixed and traditional insurance products, as well as Medicare supplemental insurance.