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.
The Single-Family Office represents the pinnacle of wealth management, combining sophisticated strategies that maximize long-term growth. While you may not yet face the complexities that Family Offices do, there are powerful strategies and tactics that can enhance your investment approach. Join us for an exclusive session where you will discover how to leverage these high-level strategies to accelerate your net worth and optimize your financial future. This session is perfect for anyone eager to learn from the proven techniques used by successful Family Offices.
In this session, Heather will explore the impact of Federal Reserve policies on inflation, interest rates, and new market opportunities. She will also discuss how AI is transforming finance by enhancing decision-making, improving efficiency, and bridging the gap between private and public market access.