Lisa L Tran
Wealth Management Advisor|CFP®, CLU®, ChFC®
Get To Know My Dedicated Team
Comprising of smart and caring individuals, our team efficiently helps you leverage your time by condensing ideas and help making decisions aligned with your values and goals.
No need to feel anxious – you're seen, heard, and genuinely understood.
Let us help you gain clarity and confidence. It's never too late to start.
Rosie Tran
Financial Advisor
Rosie loves to travel, enjoys reading, eating, and spending time with family and friends. 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.
Rosie is our Director of Operations. She oversees the day-to-day business operations and internal team development.
Contact Rosie for:
- Client Investment Processes
- Financial Planning Analysis
- Tax Strategies
Morgan Moreno
Client Relations
Morgan was born and raised in California, with proud Latina blood – her dad was born and raised in Mexico and her mom is from Nicaragua. She is a dog lover and owner to a Giant Schnauzer named Kona. Morgan enjoys working out, Sunday brunches, traveling – especially if it’s a girl’s trip, activities with her dog, karaoke, trying new restaurants, dancing, and listening to Beyonce.
Morgan is a member of the Northwestern Mutual Women’s Field Association, holds her Accident, Health and Life License and is a graduate of Cal State Long Beach.
Contact Morgan for:
- Scheduling
- Service Inquiries
- Application Underwriting
- Employee Benefit Programs
We're here to help.
For account details or self service
For general questions 866- 950-4644 (Mon–Fri 7 am-9 pm CT)
Morgan, Lisa and Rosie at the Women's Affinity Summit 2023
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.
