Lisa L Tran, CFP®, CLU®, ChFC®

Wealth Management Advisor



Lisa is driven by her family, whom motivate and challenge her to excel.

Lisa's parents immigrated to America after the Vietnam War and rebuilt their lives from scratch.  Their resilience, strong work ethic, and humility inspire her and have helped shape her into the woman she is today.  Currently, her parents are retired, and her sister works with developmentally delayed children as a Speech Therapist.

Lisa and her husband, William, enjoy navigating the adventures of parenthood with their three children, Phillip, Matthew, and Lauren.  As a family, they enjoy traveling, camping, and holding family game nights.

family photo


When she isn't working or parenting,  Lisa enjoys local and world travel.  She particularly likes to try exotic cuisine during her travels.  So far, she has visited seven countries and hopes to experience more.

Lisa also spends time mentoring and supporting newer female financial advisors.  Lisa is involved in several industry initiatives that encourage women to succeed as financial planners.


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