Meet Dr. Shirley Luu

about-dr-shirley-luuDr. Luu is a highly successful financial advisor, active leader, trainer and wealth guru – serving as an Executive Field Chairman for First Financial Security. She has been in the financial services field for over 20 years.

As a speaker, author, and trainer on financial literacy and education, Dr. Luu is also, dedicated to informing, educating, and empowering individuals and business owners on the most powerful ways to prepare and save for retirement.

As a widowed mother of 3, Dr. Luu also recognizes the unique challenges that exist for women and thus has been active in empowering woman to “know their money” through various educational and enrichment programs – including the LiSA Initiative.

Dr. Luu sits on the Executive Board of the Tysons Regional Chamber of Commerce, is a proud sponsor and speaker for the George Mason University Entrepreneurs and Finance Club and is a trainer and speaker for the local SBA (Small Business Administration). She is also currently preparing new initiatives with Microsoft to bring technologies and finance together.

Dr. Luu has been recognized for numerous awards and achievements related to her work in the financial field as well as her support for various nonprofit and philanthropic causes.

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Shirley Luu

Email: [email protected]
Mobile: 703-608-1203
Fax: 703-821-1700
or CLICK HERE to use Contact Form Below

8280 Greensboro Drive #100
McLean, VA 22102

What Do People Say About Her

Educating, informing, and empowering people on financial security and wealth management.

Who She Helps
Individuals from all ethnic and economic backgrounds, as well as businesses of all sizes.

Shirley was a tremendous help in ensuring that my wife and I will have income regardless of how long we’re here. – Adam Linquist
I’m glad we listened to Shirley because we made money this year and I think this is what this is all about to start with. -Dr. Glover McLean

Recent Achievements & Awards

  • Honored by FFS with the prestigious “2017 and 2015 MVP Award”
  • 2016 John C. Maxwell Leadership Award
  • Winner for 2016, 2015, 2014 and 2013 Gold Achievers Award from American Equity representing the top 3% of the 8000 agents under that company
  • Recognized as a top financial leader in Forbes Magazine, October 2016
  • Recognized by the Attorney General of Anne Arundel County of Maryland, 2016
  • Featured in Doc Walker’s ProView Magazine, Winter 2016, “The Retirement Playbook with Coach Luu
  • To view more, click here.

Ask Shirley (audio)

Listen to Shirley Luu in her words and her voice share client stories and answer some important questions regarding retirement savings and financial planning

Shirley Luu Photo Gallery

Shirley Luu Videos


About Shirley Luu

Accredited by the Better Business Bureau, Shirley Luu has been in financial services for 20 years…

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