Retirement Planning SpecialistLu works with high net worth clients to develop, implement and manage sound Wealth accumulation and estate transfer, risk management and investment plans to achieve financial security today and in the future.
Lu helps growing businesses to solve the challenges of rewarding owners, key managers and employees assuring business ownership continuity.
Over his 25-year financial advising career, Lu has continued his training and certification earning the following designations and recognitions:
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Certified Public Accountant
FINRA Securities Registrations 7, 24, 63, 65
Life and health insurance licenses
BS of Business Administration – Virginia Tech University.
Lu and his wife, Dira, have lived in Oak Hill, VA since 1991, enjoy traveling, supporting the Virginia Tech Hokies, the Washington Nationals, and the Kennedy Center
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
California Insurance License #: 0C87378
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.