PROFESSIONAL PROFILE
Kim C. Luu-Tu CFP®, CRPC®
www.kimluu-tu.com
Professional Approach
Kim has more than 21 years of experience serving clients and the local community. Her philosophy is simple (ABC)- Advocate for her clients by providing objective, well-researched advice that is specific to the client’s situation, create Balance between their current financial position and their future needs while giving them Confidence in their decision making. Through comprehensive financial planning, she pays close attention to each client’s specific situation, listening to their needs and working closely with them. Her team strives to maintain exceptional client service and to build lifelong relationships with clients.
Generations Wealth Management is a full-service financial planning and investment firm with a team approach. It is built on a foundation of trust and respect. The practice has been providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth on a multi-generational level.
The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience that Generations Wealth Management provides.