Rob Luna is the founder of The Rob Luna Wealth Academy and the CEO of Luna Venture Partnersa and Real Talk Financial Solutions. With over 20 years of experience in wealth management, he is renowned as one of the nation’s top financial advisors, having been consistently ranked by Forbes for his expertise in managing substantial wealth for high-net-worth individuals, including professional athletes, corporate executives, entrepreneurs, and family offices.
In January 2020, Mr. Luna achieved a major career milestone by successfully selling Surevest, the wealth management firm he founded in 2002, which he grew from a small operation in a spare bedroom into a prominent wealth management firm he sold to a publicly traded financial institution. He spent the following three years helping the new firm grow into one of the largest private wealth management firms in the United States.
A sought-after on-air financial expert, Rob is a regular contributor on Fox Business, where he shares his wealth-building insights. He is also the best-selling author of Close Your Wealth Gap: Financial Lessons to Upgrade Your Life published by Wiley in 2023.
Traditional financial planning and asset management strategies are often designed with career employees in mind. But the challenges and opportunities faced by entrepreneurs have unique risk-reward profiles. Join Rob as he shares his personal experiences and the proven strategies that have helped his entrepreneurial clients build life-changing wealth. Whether you’re an established entrepreneur or just starting out, this session will provide you with the tools and insights needed totake your financial future to the next level.