Kevin Luu

Kevin Luu Email and Phone Number

Private Client Adviser at Bright Advisers, LLC @ Bright Advisers, LLC
Kevin Luu's Location
Los Angeles Metropolitan Area, United States, United States
Kevin Luu's Contact Details
About Kevin Luu

Helped individuals create or improve their financial plan, understand investment and tax strategies. Developed partnerships with investment companies to offer innovative products and services to the consumer. Clientele consists of select families and individuals. Participated and trained at national conferences. In the past 22 years, mentored financial professionals and opened offices in the following cities: Pasadena, Irvine, Ontario, Brea, and Los Angeles, California. SpecialtiesWealth Management | Investment Planning and Management | Retirement Planning | Tax Planning, Preparation, and Management | Estate Planning and Management

Kevin Luu's Current Company Details
Bright Advisers, LLC

Bright Advisers, Llc

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Private Client Adviser at Bright Advisers, LLC
Kevin Luu Work Experience Details
  • Bright Advisers, Llc
    Managing Partner / Private Client Adviser
    Bright Advisers, Llc Jan 2010 - Present
    Brea, California, Us
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  • Bright Financial
    Executive Director
    Bright Financial Jan 2014 - Dec 2022
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  • Pih Investments, Llc
    Vice President / Investment Advisor Representative
    Pih Investments, Llc Oct 2015 - Jan 2017
    South Pasadena, Ca, Us
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  • Park Avenue Securities
    Registered Representative
    Park Avenue Securities Nov 2013 - Dec 2013
    New York, New York, Us
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  • Transamerica Financial Advisors, Inc.
    Senior Marketing Director
    Transamerica Financial Advisors, Inc. Feb 2001 - Oct 2013
    St. Petersburg, Fl, Us
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  • World Group Securities, Inc.
    Registered Representative
    World Group Securities, Inc. Apr 2002 - Dec 2011
  • World Group Securities, Inc.
    Branch Office Supervisor
    World Group Securities, Inc. Dec 2001 - Dec 2011
  • Jllots, Llc
    Investment Partner
    Jllots, Llc Aug 2005 - Oct 2010
    Commercial real estate property - Class A office building (approx. 9,000 sq ft)Property owner responsible for management and negotiations of leasing agreements.
  • Wma Securities, Inc.
    Registered Representative
    Wma Securities, Inc. Oct 2001 - Apr 2002

Kevin Luu Skills

Retirement Planning Mutual Funds Small Business Investments Wealth Management Life Insurance Insurance Financial Advisory Financial Planning Strategic Planning Personal Financial Planning Investment Products Marketing Strategy Risk Management Roth Ira 401k Health Insurance Leadership Development Retirement Financial Planners Finance Marketing Debt Management 529 Plans Retirement Income Strategies Iras Sep Ira Simple Ira 403b 412i Estate Tax Planning Long Term Care Organizational Development Training And Development Marketing Communications Distribution Management

Kevin Luu Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Cpwa® (Certified Private Wealth Advisor) Certification Program
  • Pepperdine Graziadio Business School
    Pepperdine Graziadio Business School
    Cfp® (Certified Financial Planner) Certification Program
  • Azusa Pacific University
    Azusa Pacific University

Frequently Asked Questions about Kevin Luu

What company does Kevin Luu work for?

Kevin Luu works for Bright Advisers, Llc

What is Kevin Luu's role at the current company?

Kevin Luu's current role is Private Client Adviser at Bright Advisers, LLC.

What is Kevin Luu's email address?

Kevin Luu's email address is ke****@****apu.edu

What is Kevin Luu's direct phone number?

Kevin Luu's direct phone number is +190929*****

What schools did Kevin Luu attend?

Kevin Luu attended The University Of Chicago Booth School Of Business, Pepperdine Graziadio Business School, Azusa Pacific University.

What skills is Kevin Luu known for?

Kevin Luu has skills like Retirement Planning, Mutual Funds, Small Business, Investments, Wealth Management, Life Insurance, Insurance, Financial Advisory, Financial Planning, Strategic Planning, Personal Financial Planning, Investment Products.

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