Lisa L Tran, CFP®, CLU®, ChFC®

Wealth Management Advisor

Community Involvement

Lisa cares about giving back to the youth through volunteer work.  On December 3, 2016, she, her children, and 180 other volunteers with Northwestern Mutual and KaBOOM! helped build a playground for a low-income community in Fullerton.

She also advocates for providing support and resources to students through the Tiger Woods Foundation.  The foundation has numerous programs to challenge and empower college students pursuing a STEM education.

Lisa is especially passionate about volunteering to support those facing childhood cancer.  She has volunteered with the Jesse Rees Foundation by stuffing JoyJars, plastic jars filled with toys and activities to uplift patients.  She also supports Alex's Lemonade Stand, a foundation that sells lemonade to fund research, raise awareness, and support affected families.

community involvement photo

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