Lisa L Tran, CFP®, CLU®, ChFC®

Wealth Management Advisor

OUR MISSION

Tran Team

I chose to be a Wealth Management Advisor to positively impact the lives of my family, friends, and community by helping my clients attain Financial Security for their lives and businesses. 

My team and I are proud of our strong, long-term relationships with our clients.  They continue to work with us because of our enthusiasm, knowledge, and sincerity in our work.  We are dedicated to maintaining the highest standard of quality, service, and integrity in helping our clients make important financial decisions.


comprehensive PLANNING


Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck