|
Lisa Le
Financial Advisor
949-863-5800
Visit Lisa's web site.
Lisa Le graduated Magna Cum Laude from the University of California in Irvine with a double major in Economics and International Studies and a minor in Management. Upon graduation, she received Phi Beta Kappa recognition and Honors in Economics.
Lisa talks about why she wanted a career with The Waltos Group:
"I wanted to have a meaningful career that would allow me to positively impact on the lives of my family, friends and people in my community. I chose to be a Financial Representative because I feel that I bring tremendous value in a very important but often overlooked area. My clients work with me because they appreciate my enthusiasm, sincerity and knowledge."
"I chose to affiliate myself with Northwestern Mutual Financial Network because of the company's outstanding reputation, high ethical standards and financial strength. My experience as an intern for Northwestern Mutual Financial Network exposed me to many aspects of the career. In addition to learning about investment solutions and insurance products, I also gained insight to running a small business. I felt much more confident about my knowledge and sales skills because of the time I spent interning with the Waltos Group."
Originally, I was attracted to this career because of the freedom and flexibility that it offers. Spending time with family is very important to me and I appreciate having the ability to control my calendar without having to sacrifice my income. Today, I am attracted to the career because of the relationships that I have built with my clients."
 Lisa has a strong commitment to family and community. She enjoys participating in the many community events, sponsored by The Waltos Group, including the Toshiba Senior Classic—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. The Waltos Group sponsorship will support Hoag Hospital and several other charities that help improve lives in their own backyard.
|
){kind=small}
