Robert Luna

Rob Luna has more than 20 years of experience in the wealth management industry. He has worked as a derivatives trader, proprietary trader and risk analyst before launching Surevest to begin managing private investment portfolios for high net-worth clients in 2002.

Today, as the CEO & Chief Investment Strategist of Surevest, Rob oversees strategy for the firm and heads its investment committee. Rob works closely in designing strategies for the firm’s high net-worth clients. Additionally, through the Private CFO Program, he exclusively advises the firm’s highest net worth clients including entrepreneurs, professional athletes, and senior-level executives.

Rob holds MBA degrees from the Anderson School at The University of California Los Angeles (UCLA) and the National University of Singapore (NUS) with an emphasis on global business management, international finance, economics, and strategy.

An alumnus of the Wharton School at the University of Pennsylvania, Rob graduated from the Wharton Advanced Management Program (AMP) in 2011. A lifelong learner, Rob has also been a Wharton Fellow since 2011. During his time as a Wharton Fellow, he has consulted with companies such as Google, Microsoft, Amazon, Cisco, and Costco.

Rob earned the designation of Certified Investment Management Analyst (CIMA) issued by the Investment Management Consultant Association (IMCA) in conjunction with the Wharton School at the University of Pennsylvania. Rob is also an Accredited Investment Fiduciary® (AIF®).

Rob is a frequent on-air contributor for Fox Business, he can be seen Fridays on Making Money with Charles Payne. He is also a regular guest on CNBC and other financial networks and has been featured in numerous publications such as Barron’s and The Wall Street Journal.