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Kim Luu-Tu, Private Wealth Advisor serving the Vienna, VA area - Ameriprise Advisors

Kim Luu-Tu

CFP®

Private Wealth Advisor

Generations Wealth Management
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. in Finance George Mason University

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2017 - 2020
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Five Star Wealth Manager, 2016-2021
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Circle of Success, 2004-2016
  • Working Mother Top Wealth Advisor Moms, 2021

Community participation

  • I stay involved with my children's education by volunteering at their schools and being an active member of the PTA.
  • It is important for me to be able to give back to the community. I established the Jackie Herman scholarship at Hermitage High School, her alma mater, and surrounding schools in the northern Virginia to award students overcoming adversity or achieving academic excellence.
  • I am a member of the Businesswomen Gifting Circle, non-profit organization supporting programs that promote innovation, entrepreneurship, leadership and inventive opportunities for girls and young women
  • My team and I volunteer annually with Food for Others

Interests

  • I feel the most joy spending time with my family and supporting my children’s hobbies, such as tennis, piano or simply or volunteering at school events.
  • It is important to me that my three children are well-rounded, so our family experiences reflect that. Our family vacations are an opportunity to expose them to culturally diverse environments, while our time at home is geared towards raising 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 give back to the community, more specifically our