← OUR TEAM
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CLIENT SERVICE MANAGER · SAVVY WEALTH

Kyra Luu

Kyra is a client services professional at Savvy Wealth who supports advisors by managing the day-to-day mechanics of a client's account, including onboarding, opening brokerage accounts, transferring assets, handling money movements, and fulfilling required minimum distributions.

 
HOW KYRA WORKS

Clear Thinking. Personal Guidance.

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Philosophy

Exceptional client service comes from getting the details right, quickly and accurately, so the advisor can stay focused on the bigger picture.

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Approach

Hands-on and dependable. She's the operational backbone for clients working with Brian on the personal wealth management side, handling requests so nothing falls through the cracks.

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Personal

Loves to spend time with her family and experiment with new recipes in the kitchen. You can also find her in the flower aisle of Trader Joe’s curating her next centerpiece.

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