Personal coaching
Get One on One coaching from Rob Luna and his team of certified experts in business and personal wealth building.
Why Rob Luna?
Rob has 25 years of experience working with the world’s wealthiest investors and most successful entrepreneurs. He is also a successful entrepreneur himself who built a leading wealth management firm that he sold to a public company.
Rob is alumnus of the Wharton school and holds an MBA from UCLA Anderson. He is a weekly commentator on FOX Business and other networks who seek his expertise regularly. There is nobody who can coach you on building your business and your own personal wealth with more credibility than Rob!
Reach new Levels of Success
This exclusive coaching program is based on Rob Luna’s holistic approach combining personal finance with high-level business strategy.
Financial stability is essential for any entrepreneur or corporate executive to succeed over the long term. Therefore, our program is designed to work closely with you to gain clarity around your personal finances and create a customized wealth strategy that allows you to successfully pursue aggressive business goals as either an entrepreneur or senior level corporate executive.
Our extensive track record helping clients build and profitably exit their businesses has enabled them to both accelerate their personal financial goals and exceed business objectives. We look forward to helping you gain clarity and providing you with an ongoing level of accountability and guidance to achieve your highest aspirations.
Elite Coaching for high net worth and high earning individuals.
Business StrateGy
- Financials
- Growth Strategy
- M&A
Wealth
Building
- Real Estate
- Stocks
- Private Equity
- Risk Management
Personal Development
- Brand Building
- Media Training
- Negotiations
- Leadership
Personal Coaching Opportunities
LEVEL ONE
Client Limit
5 (SOLD OUT) – Join Waiting List
VERIFIED QUALIFICATIONS
Minimum net worth of one million or $250k in income.
OBJECTIVE
Program Customized to your current and ongoing needs. Business coaching can range from startup advice to high level corporate strategy. Personal Finance can range from new investor guidance to family office strategies.
INCLUDES
Initial
- One-hour Assessment meeting
- One-hour kickoff meeting to customize a program to meet your needs.
Monthly
- One on one hourly coaching with Rob Luna via Zoom on: personal finances, executive development, and business strategy.
Ongoing
- Asset Management inclusive via separate agreement
- Exclusive economic updates only for Coaching clients
Quarterly
- 90-minute quarterly review
- Goal setting for coming quarter
Annual
- 2-hour review of the year to assure goals and objectives were met
- Comprehensive risk & opportunity year end meeting (can coordinate with other professionals such as attorney CPA etc.)
Pricing
with rob
$5,000/month
with Senior Consultant
$2,500/month
LEVEL TWO
Client Limit
5
VERIFIED QUALIFICATIONS
Minimum net worth of two million or $350k in income.
OBJECTIVE
Program Customized to your current and ongoing needs. Business coaching can range from startup advice to high level corporate strategy. Personal Finance can range from new investor guidance to family office strategies.
INCLUDES
Initial
- Two-hour Assessment meeting of business and personal financial goals and objectives
- Two-hour kickoff meeting to customize program to meet your needs
Monthly
- One on one hourly coaching with Rob Luna via Zoom on: personal finances, executive development, and business strategy.
Ongoing
- Asset Management inclusive via separate agreement
- Access to Rob Luna Via text
- Exclusive economic updates only for Coaching clients
- Complimentary Access to RL Wealth Academy
Quarterly
- 2-hour quarterly review individually or individual and team
- Goal setting for coming quarter
Annual
- Full day In Person in Nashville or Newport Beach (meals and one-night accommodations included)
- 2-hour review of the year to assure goals and objectives were met
- Comprehensive risk & opportunity year end meeting (can coordinate with other professionals such as attorney CPA etc.)
- Exclusive networking event
Pricing
with rob
$8,500/month
with Senior Consultant
$4,250/month
LEVEL THREE
Client Limit
5 (SOLD OUT) – Join Waiting List
VERIFIED QUALIFICATIONS
Minimum net worth of three million or $500k in income.
OBJECTIVE
Program Customized to your current and ongoing needs. Business coaching can range from startup advice to high level corporate strategy. Personal Finance can range from new investor guidance to family office strategies.
INCLUDES
Initial
- Two-hour Assessment meeting of business and personal financial goals and objectives
- Two-hour kickoff meeting to customize program to meet your needs
- Complimentary analysis and feedback from Rob senior and team members on all current investments and business goals
- One-hour kick off meeting for team members or personal advisors
Monthly
- One on one hourly coaching with Rob Luna via Zoom on: personal finances, executive development, and business strategy.
Ongoing
- Asset Management inclusive via separate agreement
- Access to Rob Luna Via text
- Exclusive economic updates only for Coaching clients
- Complimentary Access to RL Wealth Academy
Quarterly
- 90 Minute quarterly review of personal quarter goals
- Goal setting for coming quarter
Annual
- Full day In Person in Nashville or Newport Beach (meals and one-night accommodations included)
- Comprehensive risk & opportunity year end meeting (can coordinate with other professionals such as attorney CPA etc.)
- One Hour Zoom with your business team or personal advisors
- Optional Additional one day onsite at your location not inclusive of travel costs
- Exclusive networking event
- Access to RL inner circle of advisors
- Access to private investment opportunities
Pricing
with rob
$10,000/month
with Senior Consultant
$5,500/month
Testimonials
Kenny Polcari
Former NYSE floor trader
and TV personality
Kenny Polcari
Former NYSE Floor Trader
and TV Personality
I met Rob many years ago while I was a member of the NYSE – We were on a Fox Business segment together. I knew immediately Rob was one to watch. He is smart, cool, calm, ambitious but more importantly he is a giant in the industry. His natural grasp of economics and investing and more importantly his ability to translate all of it into a simple conversation allows the average person to understand and excel. I’ve watched him grow his presence and & brand across a range of media outlets, and again I am amazed at the ease at which he does it. It has been an honor for me and I am grateful for his friendship and guidance.
Charles Payne
financial journalist
making money with charles payne
Charles Payne
Financial Journalist
Making Money With Charles Payne
There are lots of smart “experts” but very few that can articulate the complexities of investing that are not only understandable but also encouraging.
At the very top of the list of market pros that can pull this off is Rob Luna.
At the very top of the list of market pros that can pull this off is Rob Luna.
Josh Altman
real estate agent and tv personality
million dollar listing los angeles
Josh Altman
Real Estate Agent and TV personality
Million Dollar Listing Los Angeles
Rob’s approach to working with luxury home buyer and sellers is unmatched. His ability to advise on the complex economic and behavioral components involved with such large transactions is world class. I look forward to partnering with Rob on many more transactions together.
Levi Brown
Former 1st Round Draft Pick
& NFL Offensive Lineman
Levi Brown
Former 1st Round Draft Pick
& NFL Offensive Lineman
What started off as a business relationship in which Rob educated and helped us develop a financial plan and strategy to achieve financial freedom has morphed into a friendship between our families and a post career mentorship in entrepreneurship and business development. Robert has an innate ability to make tough subjects easy to understand and is truly interested in his clients success.
Mikey Garcia
5-Time World Champion Boxer
Mikey Garcia
5-Time World Champion Boxer
Fortunately, I have been able to make some smart financial moves in my own career from watching the mistakes of others. Now that I am ready to go beyond being just financially comfortable and build a multimillion-dollar stream of income as an entrepreneur and create generational wealth for my family, I knew based on his experience and reputation that Rob was the right partner at this stage in my career. In a short period of time, his passion to educate others has increased my investment knowledge and is helping me build a winning strategy as an entrepreneur.
Brad Lea
@therealbradlea
CEO Lightspeed VT
Brad Lea
CEO Lightspeed VT
I have been working with big name influencers who have made a large impact on the world now for over 20 years. I can honestly say I’ve never been more excited to see the lives that could be changed through the Rob Luna Wealth Academy. This guy is the real deal!
Josesito Lopez
Professional Boxer
Josesito Lopez
Professional Boxer
When I first listened to Rob speak at an entrepreneurial event, not only was I inspired by his story and credentials, I was fascinated by his genuineness. I sought out Rob for financial advice and guidance and he has helped me develop a financial plan and strategy. Having a mentor and friend in Rob has not only helped me develop a financial strategy and scale my business, I have also gained a sincere friendship.
Get a complimentary consultation today!
Levi Brown
Former #1 NFL Draft Pick
Wealth Academy is the most informatiave and relevant online platform on the market today!
Sylvia Preciado
Entrepreneur
Wealth Academy is the most informatiave and relevant online platform on the market today!
Brad Lea
CEO / Entrepreneur
Wealth Academy is the most informatiave and relevant online platform on the market today!