Video Introduction

Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Staff

As a Financial Advisor for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

 

MY TEAM:

Boris Kostadinov, assistant: Boris supports our team with any changes, updates, and upgrades required by our current clients. He supports our marketing efforts by cultivating relationships with long time Northwestern Mutual clients who have been assigned to us for servicing. Boris holds a Bachelor's degree in Finance and Business from the University of Economics in Vienna, Austria.

 

Junior Team contributors: I work closely with several less tenured representatives, Tom Megonigal, Brian Kaanehe, and John Shanahan. We work in concert and integrate their skill sets to further help my clients.

 Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
 

 

 

Lisa L Tran
Financial Plan Analyst
lisa.tran@nmfn.com
949.863.5873
 Lisa L Tran