Tayvon Jackson is a Financial Advisor for New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Having an income plan and tax plan in retirement has helped Tayvon help countless individuals in the financial planning process. Tayvon provides educational seminars on income planning, Social Security, and Medicare in the community and is a strong advocate for financial literacy.
A former Division 1 Basketball player and triple major from Mount St. Mary’s University in math, business, and information systems, Tayvon also is a Chartered Retirement Plan Counselor CRPC, Accredited Asset Management Specialist AAMS, and writer for Forbes Council1. Tayvon is the author of 4 Investment Books, 40 Acres and Some Dividends, Poor Dad No Dad, Love and Finance, and Adventures of Investment Man. You can watch Tayvon on CBS Great Day Washington on Monday and Wednesday.
1 Forbes Council is an invitation-only organization for executives in account, financial planning and wealth management firms. You must generated a minimum of $1M in revenue and pay a fee to join.
Client Relations Manager
Vanessa has always been passionate about serving the needs of clients and working diligently to give them the ultimate client experience.
A native of Maryland, Vanessa has been assisting New Perspective Financial Solutions for two years. She is the initial point of contact for all new clients and nurtures relationships with existing clients to ensure that all needs are met. Vanessa is a licensed life and health agent in Maryland and Washington, DC.
Director of Guest Experiences
Kiara is one of the longest employed members of the team at New Perspective Financial Solutions. She is the first face you will see when you walk through our door and is dedicated to serving our clients with any administrative needs. Kiara oversees all of our client events and marketing, and she believes in providing exceptional customer service that exceeds our clients’ expectations. Kiara was born and raised in the DMV area. She attended the University of Maryland and received her bachelor’s of science in public health. She also has years of experience in marketing and property management. When she’s not busy at work, she loves cooking, being outdoors, and spending time with her family.
Shirley Luu is an award winning financial professional, Amazon bestselling author, hands-on trainer, and national speaker on financial literacy. She is a renowned wealth guru with over 25 years of expertise in the financial services field that sets her apart as one of the industry’s notable authorities and recently selected by Forbes Magazine’s 50 Over 50 as one of the most influential women in finance.
Serving as an Executive Field Chairman for First Financial Security, Shirley Luu has dedicated over 25 years to informing, educating, and empowering individuals and business owners on powerful mediums for lifetime income and retirement.
Her inspirational journey as a widowed mother of three has shaped her into a philanthropic influencer. Having experienced the unique challenges facing women and families when there is a loss of support and income, she endeavors to educate women across the globe to know their money through various organizations, events, and community enrichment programs, including the LiSA Initiative.
Released May 2021, Shirley’s first book “I.U.L. A.S.A.P.” became an Amazon bestseller in seven categories within the first week. It continues to maintain its status in the top 20 life insurance books throughout the year and is the number 1 book in the IUL category.
Shirley has appeared on various TV programs like local news networks such as Channel 5 Fox WTTG, Channel 9 New WUSA, and Channel 7 WJLA. In post-COVID 2021, she filmed a TV pilot titled “Overcomers,” scheduled for broadcast in 2022.
Amid Shirley’s many recognitions, several acknowledge her support for nonprofit and philanthropic causes that include but are not limited to financial literacy, single-parent families, and food for those in need. Not long ago, she had a syndicated show on Sirius XM Satellite Radio in all 50 states, was the host and co-producer of the cable television series “The Real Secrets of Money,” and a financial literacy speaker on Dish Network in the U.S. and Canada.
Awards and Recognitions
Essita is the principal for Heritage Hills Law, LLC, a boutique estate planning and administration law firm in Prince George’s County, Maryland. Through her practice, Essita educates individuals and families on the importance of becoming good managers of family wealth and leaving a legacy through estate planning. Through her “Real Women Have Estate Plans” campaign, she frequently speaks to women and other groups on topics related to estate planning and probate. Additionally, she authors articles encouraging readers to plan to live well. Essita has over twenty years of legal experience.
Essita and her husband Colin reside in Maryland with their two children, Celeste and Gavin.
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