Advisor profile


My approach

Kim Luu-Tu - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kim Luu-Tu - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Employee Stock Options
  • Small Business
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. in Finance George Mason University

Interests

  • I enjoy spending time with my very active family doing things such as watching my children play tennis and piano as well as volunteering at their school activities or chaperoning.
  • It is important to me that my three children are well-rounded so our activities revolve around that. I want them to experience different cultures through our family vacations and raise awareness through philanthropic work.
  • I try to stay as active as possible by exercising regularly. Tennis is one of my favorite ways to keep healthy!
  • Coming from a challenging background, I try to help our youth overcome adversity by creating opportunities whenever I can.

Community participation

  • I am very involved with my children's education. I volunteer at their schools and I am a PTA member.
  • It is really important tome to be able to give back to those I can. Most recently I established 2 scholarships at the John Champe HighSchool to award students overcoming adversity or achieving academic excellence.
  • Member of the BusinessWomen Gifting Circle, a non-profit organization supporting programs that promote innovation, entrepreneurship, leadership and inventive opportunities for girls and young women.
  • Food For Others, as a team, we have been volunteering annually.

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2017 - 2020
  • Forbes Top Women Wealth Advisors, 2017 - 2020
  • Five Star Wealth Manager, 2016-2020
  • Ameriprise Diamond Ring Club, 2015
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Ameriprise Circle of Success, 2004-2016
  • Ameriprise Mercury Award, 1998