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About Shirley Luu

Shirley Luu is an award-winning financial advisor, hands-on-trainer, author, national speaker on financial literacy, and renown “wealth guru.” Her 25 years of experience in the financial services and insurance field as one of the industry’s top producers and trainers sets her apart as one of the industry’s most knowledgeable experts.

Shirley Luu has earned numerous awards, locally and nationally. These recognitions stem from her proven success and quality service in business, her support for non-profit and philanthropic causes, and for her excellence in leadership by virtue of the thousands of people she has trained and coached in the field. Shirley Luu also continues to be a steadfast champion and advocate for the empowerment of minorities and women with her financial literacy programs, entrepreneurship opportunities, and advanced wealth concepts training.

Shirley Luu has been a featured guest or topic on various TV and Radio networks and publications such as ABC, CBS, FOX, Sirius XM, Forbes and Oprah Magazine.

Shirley Luu is the founder and CEO of Shirley Luu & Associates, LLC – a financial brokerage firm specializing in insurance and annuity products. She also serves as the Executive Field Chairman for First Financial Security, Inc.

About Shirley Luu

2021 Selected to Star in TV Pilot "Overcomers" -  a reality show featuring Shirley Luu as a Financial Coach to Women

2021 Selected  as a Finalist for the NAWBO Entrepreneur Award

2021 Inducted into Marquis Who's Who List

2021 Nomimated for Forbes 50 Over 50

2021 Author of IUL ASAP - a book about how to win the financial game of life

2020 ”Woman of the year” granted by COPA Style Magazine

2019 Northern Virginia Leadership Awards – Corporate Leadership – Individual category, December 2019

Fairfax County Bea Malone Small Business Award, September 2019

Cover page featuring of the Special Edition for 10th Anniversary of “Women of Wealth” Magazine, October 2019

Women of the Year, COPA Magazine Cover, September 2019

Featured in Oprah Magazine, July 2018

First Financial Security prestigious MVP Award (2018, 2017 & 2015)

Forbes Magazine Top Financial Leader, October 2016

Gold Achievers Award Winner, American Equity’s Top 3% of 8000 Agents (2016, 2015, 2014 and 2013)

John C. Maxwell Leadership Award, 2016

Recognized by the Attorney General of Anne Arundel County of Maryland, 2016

Featured in Doc Walker’s ProView Magazine, 2016 and 2017, “The Retirement Playbook with Coach Luu”

2015 Philanthropist of the Year Award given by V.I.P. EVENTS and recognized by the Attorney General of Anne Arundel County of Maryland

Winner for 2015 Smart CEO’s Brava! Awards Program honoring top female CEO’s

Invited to The White House [2014] for recognition for Champions of Change for the ACA/Obamacare

Nominated and Awarded by the Asian American Round Table (AABR) for Mortgage and Financial Services of the Year Award for the Washington, D.C. Metropolitan Area. This award was recognized and endorsed with recommendation letters from Governor Robert Ehrlich of Maryland, Governor Mark Warner of Virginia, Mayor Anthony Williams of D.C., and Congressman John Kerry, along with Nydia Velasquez from the U.S. House of Representatives

Media Requests

To request an interview with Shirley Luu, subject matter expertise for a publication or television, or a media kit, simply email
Shirley is the author of IUL ASAP: How To Win the Financial Game of Life, Invest Like the Wealthy, and Generate Tax-Free Income with One 3-Letter Word

Shirley Luu Featured In

What People Say About Shirley Luu...


"Shirley Luu has all the qualities of a champion: integrity, intelligence, energy and drive."
Phil Gerlicher, President & CEO, First Financial Security, Inc.


"Shirley’s work ethic, tenacity and expertise regarding innovative financial products is unmatched.”
Nicole Sparkman & Renee Brown, Principals, Value Your Legacy Financial


"She truly cares about each family's financial security and independence."
Dr. Miluna Fausch, Pitch Perfect Executive Speaking


"Shirley's ability to inspire people to greater heights is legendary."
Dr. George C. Fraser, Author, Speaker, Entrepreneur


“Her story is amazing, and her desire and passion to help others find financial wellness and live their best life is truly inspiring.”
Lisa Lickert, Owner, EMI Network


“Shirley Luu is a larger-than-life financial literacy advocate. ”
Lisa G. McCurdy, Esq, Managing Partner, The Wealth Counselor LLC


“Shirley is truly a Dynamo in the financial services industry. "
~ Dave Greene, Executive Vice President, NIW
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