Kevin Luu Email & Phone Number
Author, Start at 5 @ Bright Advisers, LLC
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Kevin Luu Location
- Los Angeles, CA, US
Kevin Luu Work
- Author, Start at 5 @ (January 2024 - Present)
- Member, Investment Committee @ (October 2023 - Present)
- Executive Director @ (January 2014 - December 2022)
- Co-Founder and Chief Learning Officer @ (January 2010 - Present)
- Branch Office Supervisor @ (December 2001 - December 2009)
Kevin Luu Education
- The University of Chicago Booth School of Business
(CPWA® (Certified Private Wealth Advisor) Certification Program)
2025-2026 - Pepperdine Graziadio Business School
(CFP® (Certified Financial Planner) Certification Program)
2012-2013 - Azusa Pacific University
(Finance and Analytics)
1999-2003
Kevin Luu Skills
- Debt Management
- Health Insurance
- Investment Products
- Long Term Care
- Small Business
- Personal Financial Planning
- Investments
- 403b
- Wealth Management
- Marketing Communications
- Life Insurance
- Marketing Strategy
- Organizational Development
- Mutual Funds
- Distribution Management
- IRAs
- Public Speaking
- Financial Advisory
- Financial Planning
- SEP IRA
- Roth IRA
- Strategic Planning
- Retirement Income Strategies
- Risk Management
- Insurance
- Social Media
- 412i
- 529 Plans
- Leadership Development
- Retirement
- Microsoft Office
- Training and Development
- Retirement Planning
- Financial Planners
- Simple IRA
- 401k
- Banking
- Estate Tax Planning
- Finance
- Marketing
Kevin Luu Summary
- Kevin Luu, based in Los Angeles, CA, US, is currently a Author, Start at 5 at Bright Advisers, LLC. Kevin Luu brings experience from previous roles at The Baptist Foundation of California, Bright Financial, Bright Advisers, LLC and Transamerica Financial Advisors, Inc.. Kevin Luu holds a 2025 - 2026 The University of Chicago Booth School of Business. With a robust skill set that includes Debt Management, Health Insurance, Investment Products, Long Term Care, Small Business and more. Kevin Luu has 2 emails and 3 mobile phone numbers on RocketReach.
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