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Specialties
Wealth Management, Retirement & Savings Plans, Lifetime Income, Life Insurance, Long-term Care, Financial Services, Financial Education and Training
Meet the Business Owner
Shirley L.
Business Owner
Wealth Guru Shirley Luu has been in the financial industry for over 20 years.
She is a speaker, author, advisor, and trainer who is passionate about educating and empowering people of all economic backgrounds on how to best save for retirement and protect and keep more of the money people work hard to earn.
Shirley Luu has been featured in numerous publications for her services to the community, as a highly successful business woman who has built her own team of financial consultants based out of Tysons Corner, Virginia, and for her expert knowledge of financial products. In fact, Shirley Luu was featured most recently in Financial Advisor Magazine (Jan 2016).
She has been invited to the White House, spoken at Capitol Hill, and won numerous awards and recognitions including most recently in 2015:
— the Executive Award from Smart CEO Magazine honoring top female CEO’s in the Washington D.C. Area
— the prestigious 2015 MVP Award from