Your Questions For Rob Luna? (Patreon)
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Rob Luna is a renowned wealth strategist and entrepreneur who rose from poverty to becoming a millionaire by age 30, founding Surevest Wealth Management in 2002 from his spare bedroom and later selling it to CI Financial in 2020 for an undisclosed sum after growing it into a billion-dollar firm. A Wharton and UCLA alumnus with two MBAs, he has over 25 years of experience managing assets for ultra-high-net-worth clients, including athletes and executives, and served as a former Forbes Top Wealth Advisor and on-air Fox Business contributor. Today, as CEO of Real Talk Financial Solutions and founder of the Rob Luna Wealth Academy, he authors bestsellers like Close Your Wealth Gap while mentoring entrepreneurs through accessible financial education and coaching to build generational wealth.