Dr. Shirley Luu

Award-Winning Financial Advisor | Bestselling Author | National Speaker | Philanthropist

Founder & CEO, Shirley Luu & Associates
- Over 25 years in financial services, specializing in retirement planning and life insurance products.
- Recognized as one of the industry’s elite experts, mentoring hundreds and educating thousands on financial security.
Executive Field Chairman, First Financial Security
- Active leader and trainer, dedicated to empowering individuals and business owners in financial literacy.
Anchor, Fox5 Plus Weekly Finance Segment
- Provides expert financial insights to a broad television audience.

I.U.L. ASAP!
- Bestselling author of this comprehensive guide on Indexed Universal Life insurance, offering strategies for tax-free income and wealth accumulation.

Forbes 50 Over 50
- Honored as one of the most influential women in finance.
Washington Business Journal’s Fastest Growing Companies
- Four-time award recipient, acknowledging exceptional business growth and leadership.
President’s Lifetime Achievement Award
- Recognized for significant contributions to philanthropy and community service.

Women’s Financial Literacy Advocate
- Passionate about educating women globally to “know their money,” addressing challenges faced by widows and single mothers.
Community Enrichment Programs
- Engages in various educational institutions, organizations, and events to promote financial literacy and empowerment.

Inspirational Journey
- As a widowed mother of three, transformed personal challenges into a mission to educate and empower others financially.
Cultural Heritage
- Born in Vietnam, overcame early life tragedies and upheavals due to war, shaping her resilience and dedication to helping others.

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