DISCLOSURE
The information on this website, or on any other website, podcast, television appearance, video, email, text message, or social media platform operated by Rob Luna or his affiliates, is provided for informational and educational purposes only and does not constitute investment advice, tax advice, legal advice, accounting advice, or a recommendation that any particular security, portfolio of securities, transaction, strategy, or investment approach is suitable for any specific person. Any mention of a specific security, investment, or related performance data is for illustrative purposes only and should not be construed as a recommendation to buy, sell, or hold any security.
Rob Luna, employees, affiliates, and/or family members may hold positions in securities or investments discussed and such all holdings should be considered a conflict of interest.
Rob Luna has an ownership interest in Valtrion Holdings and affiliated entities, including but not limited to Valtrion Capital Management, Valtrion Tax & Consulting, Valtrion Insurance Solutions, Valtrion Lending, Wealth Academy, and related affiliated businesses and media properties. There is a conflict of interest in recommending any service, product, or strategy offered by any entity in which Rob Luna or his affiliates have an ownership interest or from which they receive compensation.
Investment advisory services are offered through Valtrion Capital Management, an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through appropriately licensed insurance entities and professionals. Tax and consulting services are provided separately and are not offered through the registered investment adviser.
Nothing contained herein should be interpreted as an offer to sell or a solicitation of an offer to buy any securities or investment products. Any offers may only be made through official offering documents and in compliance with applicable securities laws.
Rob Luna and affiliated entities make no representations or warranties regarding the accuracy, completeness, timeliness, suitability, or relevance of any information prepared by unaffiliated third parties, whether linked to, referenced by, or incorporated into any Rob Luna or Valtrion platform. All such information is provided solely as a convenience and users should independently verify all information before relying upon it.
Past performance is not indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment or strategy will be profitable or suitable for any individual. Investing involves risk, including the possible loss of principal.
The opinions expressed in any videos, podcasts, television appearances, interviews, articles, social media posts, or other content are solely the opinions of the speaker as of the date expressed and are subject to change without notice. Such opinions are not intended as specific investment, tax, legal, or financial advice for any individual. You should consult with your own financial, tax, legal, and other professional advisors before making any financial decisions.
Any testimonials or endorsements presented may not be representative of the experience of other clients or investors and are not a guarantee of future performance or success. No compensation may have been paid for testimonials unless specifically disclosed.
All investments and business ventures involve substantial risk. Forward-looking statements, projections, estimates, and opinions are inherently uncertain and actual results may differ materially from those anticipated.
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