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Would you like a FREE FINANCIAL ANALYSIS?
An in-person, no obligation consultation to help you assess your current portfolio or to help you with starting a new plan.

Experience Matters

It is our people, the team we have assembled, that allows us to stand out from our peers.

For over 20 years, Shirley Luu and her team of licensed professional Associates (SLA) have been educating and informing individuals and businesses on financial services and products that help people to pursue financial security.  SLA’s main office is in Tysons, Virginia – strategically headquartered to serve anyone in the DMV or Northern Virginia Area on financial planning and retirement plans. SLA Associates can be found in all 50 states.

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Cases Completed
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Billion
In Asset Protection
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Company Plans
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Licensed Associates

What we do

We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.

We are here to help!

We provide financial retirement and savings solutions for individuals, families, and businesses.

Experienced

We provide authoritative answers and advice about everything from personal finance to investing to estate planning

Professionals

We provide authoritative answers and advice about everything from personal finance to investing to estate planning

Always Available

We provide authoritative answers and advice about everything from personal finance to investing to estate planning

We’re Responsible

We provide authoritative answers and advice about everything from personal finance to investing to estate planning
Kwesi Robotham

Kwesi Robotham is an entrepreneur, business advisor, and financial strategist. Prior to joining SLA, he founded and directed a specialty financial services firm which provided consultative solutions for small businesses and individual portfolios…

Chief of Staff
Gary E. Trice

Gary E. Trice is the Chief of Staff for Shirley Luu & Associates were he serves as a trusted advisor to Shirely Luu. He provides strategic counsel…

Senior Marketing Director
Rudy Gonzalez

Rudy Gonzalez is more than a businessman and entrepreneur. He’s a leader, an innovator, and most importantly…

Request a Callback

Alternatively you can call us at (703) 608-1203. Lines are open between 8.30am and 7.00pm Monday to Thursday, 8.30am to 5.00pm on Friday and 10.00am and 1.00pm on Saturday.

Testimonials

We provide powerful, innovative, and proprietary financial products for your financial security and peace of mind.
Here is a sample of what people are saying...

SPECIAL ANNOUNCMENT