Lisa L Tran, CFP®, CLU®, ChFC®

Wealth Management Advisor

Professional

Career

After participating in its Top Ten ranked internship program in college, Lisa began her career with Northwestern Mutual at the age of 21.  Since then, she has risen from being an intern to leading as a Wealth Management Advisor with the Newport Beach office in California.

Lisa prides herself on maintaining long-term relationships with her clients, resulting from her genuine desire to understand her clients' circumstances and her ability to create plans that align with their values and goals.  Her enthusiam, knowledge, integrity, and sincerity in financial planning has helped many families and businesses attain financial security. 

Education and Certifications

Lisa graduated Magna Cum Laude from the University of California, Irvine with a double major in Economics and International Studies and a minor in Management.  Upon graduation, she received Phi Beta Kappa recognition and Honors in Economics.

In 2005, she earned the prestigious CERTIFIED FINANCIAL PLANNER  designation from the CFP Board of Standards.  To build upon her skills and credentials as a financial planner, she went on to obtain her Chartered Life Underwriter designation and Chartered Financial Consultant designation in following years.

 

 

 

 

 

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