IN THE MEDIA

Fox Business: Rise of Retail

Rob Luna, CEO of Surevest Private Wealth, talks with Charles Payne about the individual investor revolution we see in today’s markets, long-term investment strategies and the importance of financial planning.

 

 

more appearances

Weathering The Volatility ⛈️

04.11.25

Rob Luna sits down with Cheryl Casone to discuss the implications of a volatile stock market. In this clip, they explore the importance of adjusting your time horizons in order to weather the ups and downs.

Coming in Hot 🔥

03.24.25

Rob Luna joins Charles Payne to discuss, the surging TSLA which has been in hot demand by retail investors as well as weighing in on the latest energy plays.