Rob Luna is founder of the Rob Luna Wealth Academy and CEO of Real Talk Capital, LLC. Rob is also an on-air contributor for Fox Business. He can be seen weekly on the Fox Business show, Making Money with Charles Payne, regularly on Cavuto: Coast to Coast, Mornings with Maria starring Maria Bartiromo on Fox, and has been featured in numerous publications such as The Wall Street Journal and Barron’s. Rob holds an MBA degree from UCLA Anderson and is a Wharton AMP alumnus and Fellow. He is currently writing a book set to be released in the fall of 2023 for Wiley, Close Your Wealth Gap. 

In January 2020, Rob sold a majority interest in Surevest, the wealth management firm he founded from a spare bedroom in 2002, to CI Financial, the largest non-bank publicly traded financial company in Canada, for an undisclosed amount. After the acquisition, Rob helped CI Private Wealth grow to become the nation’s fastest growing RIA, collectively approaching $300 billion in assets before his departure at the end of 2022. 

In 2023, Rob has transitioned his career and expanded his reach, receiving multimillion-dollar valuations and investments into four new start-ups including Rob Luna Enterprises, which includes The Rob Luna Wealth Academy. Through the academy, he helps his members upgrade their life through personal financial education as well as personally coaching aspiring entrepreneurs to build multimillion and billion-dollar businesses. Along with three other ventures: Real Talk Capital, LLC, Real Talk Insurance Solutions, LLC, & Luna Real Estate Partners. All of Rob's businesses combine to provide an ecosystem that supports the common theme of helping clients build and enjoy generational wealth so they can live a life they love through alternative models. Today, Robert also works with select wealth advisors and advisory firms on brand building, PR, scaling, and exit strategies.