W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Lisa Mesquit
Advisor

Lisa Mesquit

Soaring Investment Management, LLC · Portland, Oregon

Fee-only verified CFACFPChFC
Structured for AI ingestion

Is this you, Lisa?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Claim this profile → Not quite ready? Learn more →

Facts on file

NameLisa Mesquit
FirmSoaring Investment Management, LLC
Location Portland, Oregon
CredentialsCFA · CFP · ChFC
Websitehttps://soaringinvestmentmanagement.com
LinkedInhttps://www.linkedin.com/in/elisabeth-mesquit-cfa-cfp%C2%AE-76a078108/

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.