Lisa L Tran, CFP^®

Office: 949-863-5800

1500 Quail St Ste 600
Newport Beach, CA 92660-2738

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Dividend Announcement Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more.

Build Your Foundation For Life See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time. Build Your Foundation

Northwestern Mutual Named #1 FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry. See why we’re ranked #1 in the world.

2010 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report

Go Paperless NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents. Enroll Now

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

That is where Lisa Le comes in. Working together, Lisa helps you identify your financial goals and objectives to help you prepare for the future and helps protect you if life takes an unexpected turn.

Keeping pace with life's changes is important. Let Lisa Le help you achieve a secure financial future.

Domestic Partnership Issues

If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses.

Lisa Le understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, Lisa can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.

Northwestern Mutual in the Media

FORTUNE Magazine has named Northwestern Mutual "America's Most Admired" for the 23rd year in a row. View the Fortune Announcement. For more information, please visit NMFN.com.

Lisa Le in the Media

Lisa Le gives "Age-Old Advice" in OC METRO.

Lisa Le is pictured in TIME Magazine (March 2005) and NEWSWEEK Magazine (March 28th 2005).

Lisa Le and The Waltos Group sponsored the "2006 Toshiba Senior Classic"

The Toshiba Senior Classic is one of the largest annual events in Orange County and hosts the finest field of professional golfers all year.

The Toshiba Senior Classic is also a tremendous fundraiser. The tournament has donated more than $7.8 million to charity in the last eight years, by far the most on the PGA Champions Tour. Our sponsorship will support Hoag Hospital and several other charities that help improve lives here in our own backyard.

View Pictures of the 2006 Toshiba Senior Classic.

The Waltos Group, Lisa Le's local Network Office, is proud to be a sponsor of this event. Please feel free to contact Lisa for additional information.

My Mission

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.