Shirley Luu, founder of Shirley Luu & Associates,is an award-winning financial advisor, bestselling author of I.U.L. ASAP!, hands-on trainer, and national speaker on financial literacy. She is a renowned wealth guru with over 20 years of expertise in the financial services field which sets her apart as one of the industry’s most notable authorities. Recently selected by Forbes 50 over 50 as one of the most influential women in finance and 3-time winner of Washington Business Journal’s Fastest Growing Companies.

Her inspirational journey as a widowed mother of three has shaped her into a philanthropic influencer. Having experienced the unique challenges facing women and families when there is a loss of support and income, she endeavors to educate women across the globe to “know their money”. She does this through various educational institutions, organizations, events, and community enrichment programs.

Products and Services Offered:

• Women’s Financial Literacy (LiSA Initiative)
• Proprietary 5-Year Retirement Program
• Retirement planning services
• Specializes in Index Products with upside gain and no downside loss
• Diverse Life insurance products and services
• Pension plans and 401K
• Stand-alone long-term care
• Disability Insurance
• Supplemental benefits for individuals and companies