Luis H. Whu

Luis H. Whu

Principal

Luis has been working with families designing investment strategies as well as financial and retirement plans for over a decade. Dedicated to developing lasting relationships, a benefit of working with Luis is his ability to provide a simple, clear, and easy to understand explanation of very complex services and products offered today.

As the Principal of LULLA Wealth Financial, Luis is hands-on in the service and advice to existing and incoming clients. Luis is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.

Luis is an Investment Advisor Representative, and holds his Series 6, 63, 65 Securities registrations, as well as his state 2-15 Life, Health and Annuities Insurance license. 

Committed to his family and the betterment of their community, Luis spends his spare time volunteering at his kids' schools, playing with them in the pool, visiting local ice cream shops with the family, cooking, and forever working on improving his golf game.

“A challenge for families seeking investment advice is being intentional.

The conversation should be around cash flow and lifestyle

rather than short-term performance and market commentary”

Phone (772) 257-9803
Fax (772) 231-0207
Mobile Phone (561) 693-8818