Lisa L Tran, CFP®, CLU®, ChFC®

Wealth Management Advisor

My Team

Lisa and her team take customer service very seriously. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment, make changes to your policy, submit a claim, or request any other service, please let them know. 

 
Rosie Tran

Rosie Tran

Office 657-233-8027

Rosie is the Director of Operations for the Tran team with the Newport Beach office in California.  Prior to joining Northwestern Mutual, Rosie was a Business Consultant providing comprehensive legal and accounting guidance to small business owners and high-net worth individuals in Orange County.  Rosie holds a Juris Doctor and is currently a member of the California Bar Association.  She also holds a bachelor's degree in business management and accounting.

 


 
 

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