Episode 101: Close Your Wealth Gap-Financial Lessons to Upgrade Your Life w/Rob Luna
This week we are joined by Rob Luna. Rob is an author, founder of Rob Luna Wealth Academy, and CEO of Real Talk Holdings.
About our guest: Rob Luna is a prominent figure in the world of finance and entrepreneurship. He is the founder of the Rob Luna Wealth Academy and serves as the CEO of Real Talk Holdings, LLC.
In January 2020, Rob made a significant move in his career when he successfully sold Surevest, a wealth management firm he founded back in 2002 from a spare bedroom. The firm’s acquisition was made by CI Financial, the largest non-bank publicly traded financial company in Canada.
As an on-air contributor for Fox Business, Rob has a regular presence on several shows, including “Making Money with Charles Payne,” “Cavuto: Coast to Coast,” and “Mornings with Maria” starring Maria Bartiromo on Fox. His insightful financial commentary has garnered him a loyal audience and has made him a sought-after commentator in the media.
Rob holds an MBA degree from the esteemed UCLA Anderson School of Management and the National University of Singapore. Additionally, he is an alumnus and Fellow of the Wharton AMP (Advanced Management Program), showcasing his dedication to continuous learning and professional development.
As part of his dedication to sharing knowledge and insights, Rob’s new book “Close Your Wealth Gap: Financial Lessons to Upgrade Your Life,” published by Wiley, releases on October 3, 2023.
Former Professional Athlete turned Serial Entrepreneur. Nick has been featured in CBS, NBC, FOX, The New York Times, Yahoo Finance, Disrupt Magazine and USA Wire. Nick is a Husband, Father & Coach. Nick is the Host of The Histreak Podcast. President of Team Hiter. Vice President of SANDLOTT Sports. Founder of Hitlab Creative Studios. Partner of Home Agent Group. Partner of Hub Holdings.
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