Chi Luu
License #0I39745
WEALTH ARCHITECT
With over a decade of experience as a Wealth Architect, I have been dedicated to creating lasting financial foundations for an ever-expanding clientele spanning California and beyond. My expertise in Finance and Retirement Planning has enabled me to forge substantial, lifelong equities for those I serve.
Driven by a passion for fostering financial resilience within the community, I am committed to paving the path toward true generational wealth. Throughout my career, my focus has been on shielding families from financial uncertainty and safeguarding their financial legacies.
In addition to empowering individuals with financial literacy skills, I take pride in guiding them through the intricacies of financial planning, savings strategies, and the cultivation of generational wealth.
Services
Dedicated to Your Success
Imagine your finances as a jigsaw puzzle. It may be difficult to put all the pieces together even if you have all the pieces. Our team will help you organize your financial life, address your entire financial landscape, and continuously monitor your progress as you work toward your goals. The journey of life is filled with milestones. Our lives are filled with so many amazing experiences: starting a career, getting married, having a family, starting a business, and retiring.
Wherever you are on your journey, we look forward to helping you reach your goal.
WEALTH PRESERVATION
Whether you are planning for your grandchildren or family beyond the last frontier of life, we are here to help you preserve and keep your money in the family.
INFINITE BANKING
Infinite banking is a personal finance strategy that leverages a cash value policy as your “personal bank.” This includes taking loans against your policy cash value rather than loans from the bank while still having the ability to grow cash flow through the insurance policy.
COLLEGE SAVINGS
We can show you ways to save for your children’s education or college fund that provide more flexibility and potentially more benefits than a standard 529 Plan.
RETIREMENT PLANNING
We can show you various ways to save for retirement including various IRA, simple 401k, and insurance avenues to ensure you are secure about your retirement outlook and game plan.
LIFE INSURANCE SOLUTIONS
We specialize in various Life Insurance solutions: Permanent protection, Term Life insurance, Cash Value Insurance plans, mortgage protection, generational wealth transfer, As Tax-Shelter, and more
401k / TSP Rollovers
Thinking about rolling over your retirement portfolio into a new investment or savings account? Or you are leaving your job and you are not sure what to do with your retirement portfolio? Consult with us and we can show you some options.
Testimonial
Our Client Reviews On Yelp
Execllent!!
Tom B. CEO of II it institute
Outstanding service , love to share with all my friends . Chi Luu is very talented, thoughtful, kind and helpful in making informed decisions in this ever-changing complex industry. She is a 5 Star agent!
Execllent!!
Jennifer T. CEO of II it institute
Chi has been my person for financial questions since 2014. She helped me with our first daughter's life insurance, then with my husband and my life insurance then again with our second daughter's. Chi is very thorough, understanding and available to answer any questions any time. I have friends in the same line of business but I used Chi because she's patient and not pushy and allowed me to make informed decisions. She's highly trustworthy and dependable, I'd recommend her services to my friends.
Execllent!!
Phu N. CEO of II it institute
Professional and friendly services. Chi not only set me up with life insurance policy that I could afford but she answered and explained what I was getting for my money. Keep up great work
Execllent!!
Karine H. CEO of II it institute
Chi is an amazing, personable and knowledgeable agent for my whole family. I have recommended her to several friends of mine they also have been extremely satisfied with her service. I was not aware of the different types of life insurance out there until my husband and I met Chi. She went through everything thoroughly and helped us picked out the best plans for my family. She is a reliable agent and will go the extra miles for her clients. I definitely recommend Chi! She's awesome!!
