Lisa-Marie Casas
Helping first-time buyers, families, and investors achieve what they once thought was impossible.
Lisa-Marie Casas
Helping first-time buyers, families, and investors achieve what they once thought was impossible.
about wealth managers
Wealth Managers is dedicated to being your lifelong financial partner. Their team expertly guides clients through every stage of life—from investing and insurance to buying a first home, refinancing, or planning for long-term wealth. With a strong focus on trust, education, and tailored strategies, Wealth Managers aligns resources to each client’s needs, helping them navigate their financial journey with confidence.
As the Wealth Management REALTOR®, I, Lisa, specialize in assisting individuals and families across California in achieving homeownership—whether it’s a first home, an investment property, or part of a generational wealth strategy. I combine market expertise with a deep understanding of each client’s goals to provide clear, empowering solutions and promote financial inclusion. To learn more about me, click below.
Additional Company Partnerships & Resources
Guild Mortgage
Guild Mortgage
Guild Mortgage
Delivering the promise of home.Guild Mortgage is committed to delivering the promise of home to anyone who aspires to own one, regardless of where they’re starting from or how much they currently have in their bank account.
Marco Guerra
Siempre Viva
Guild Mortgage
Siempre Viva
Siempre Viva specializes in creating beautiful, sustainable landscapes using organic practices that are safe for families, pets, and the environment.
Crystal 'Heidi' Dominguez
(707) 569-4969 siempreviva.gd@gmail.com
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