Lisa L Tran, CFP®, CLU®, ChFC®

Wealth Management Advisor

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Kathleen M Turner, CLU<sup>®</sup>

Kathleen M Turner, CLU®

Financial Advisor

Kathie's father, Jerry Moore, was a well-respected and long-standing member of the Orange County business community representing Northwestern Mutual for many years.  Kathie joined Northwestern Mutual in 1987, and eventually took over the practice when her father retired.  She is a proud UCLA Alumni and earned her MBA from Pepperdine University.  In addition, Kathie has a Certified Life Underwriter designation.  Kathie is a trusted and experienced associate and the proud mother of two amazing daughters.

 
Daniel Adam Templin

Daniel Adam Templin

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
 
 

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