VALTRION

Build Your Legacy

Most people focus on growing their business or income, but lose far more through taxes, inefficiencies, and misaligned advice. Valtrion does what no traditional firm can by aligning every part of your financial life into one seamless, elevated plan.

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The Pre-Family Office Approach

At Valtrion, we recognize that most entrepreneurs and executives don’t consider family office strategies until after a major liquidity event. By then, critical opportunities to structure earnings, equity, and enterprise value more efficiently have already been missed.

That’s why we created the Pre-Family Office approach—family office thinking before family office money. From the very beginning, every decision you make is aligned with long-term wealth creation and legacy planning.

Integrated Business & Personal Advisory

By integrating business advisory and private wealth management into one comprehensive platform, we eliminate silos, reduce inefficiencies, and uncover opportunities others miss. Whether you’re scaling, preparing for an exit, or planning for multigenerational transfer, Valtrion grows with you at every stage.
BUSINESS

Maximize career earnings, optimize equity compensation, and grow enterprise value while overseeing tax, accounting, and financial metrics for operational efficiency.

PERSONAL

Design and manage wealth strategies that protect and grow assets across generations through comprehensive private wealth management.

Service Areas

At Valtrion, our services support clients from the spark of an idea to the creation of lasting legacy. We deliver through two powerful categories:

Learn – Earn – Build

Education, strategy, and execution to create income, scale your business, and grow enterprise value from the ground up.

Valtrion Partners

Business Consulting & Career Management

  • Business Advisory – Growth, structure, and enterprise value optimization to prepare for scale or exit.
  • Corporate & Entrepreneur Coaching – Elite coaching for entrepreneurs and senior executives to operate at peak potential, expand leadership capacity, and accelerate
  • Personal Brand Management – Contract negotiation, endorsements, and comprehensive financial management.
  • Family Office Consulting – Frameworks to manage, grow, and transition wealth across generations.
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Valtrion Wealth Academy

Education & Growth

  • Empowering entrepreneurs, executives, and their families with financial knowledge to build wealth, scale businesses, and create multigenerational legacies.
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MANAGE – GROW – PROTECT

Comprehensive wealth and business management solutions to sustain growth, minimize taxes, safeguard assets, and ensure your legacy endures across generations.

Valtrion Capital Management

Valtrion Capital Management

  • Personalized Strategies – To protect, grow, and transition family assets.
  • Asset Management – Institutional-grade investment solutions for growth and preservation
  • Retirement Plans – Custom plans aligned with long-term business and personal wealth goals.
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Valtrion Tax & Consulting

Tax & Accounting

  • Integrated business and personal tax strategy & accounting designed to minimize taxes today while building lasting wealth for tomorrow.
Learn More

Valtrion Insurance Solutions

Risk Management

  • Comprehensive insurance strategies to safeguard wealth and enterprise value.
Learn More

Valtrion Lending

Lending

  • Flexible lending solutions to support liquidity, growth, and opportunity.

Disclosure: Valtrion LLC is not a registered investment advisor. All investment advisory services are offered exclusively through Valtrion Capital Management.
Valtrion LLC, Valtrion Capital Management, Valtrion Lending, Valtrion Partners, and Valtrion Tax & Consulting are separate and distinct companies. Certain executives may hold interests in one or more of these entities. For information regarding investment-related conflicts of interest, please refer to the Form ADV of Valtrion Capital Management.

©2025 All Rights Reserved.  |  Valtrion LLC

About Valtrion

Valtrion was built to solve a problem no traditional firm has ever addressed: the disconnect between building your business, advancing your career, and creating lasting personal wealth.

Entrepreneurs, executives, and personal brands all face the same challenge. They generate income, equity, and enterprise value, yet rarely have a coordinated system to transfer that success efficiently to their personal balance sheet.

We fix that.

Valtrion integrates private wealth management, tax strategy, career optimization, and business building into one seamless solution designed to:
  • Maximize enterprise value
  • Minimize taxes
  • Reduce risk
  • Convert income and equity into durable, generational wealth
  • Provide proactive guidance long before issues appear
  • Align your business strategy with your personal endgame
Our founder, Rob Luna, is an entrepreneur with decades of experience advising family offices, entrepreneurs, corporate executives, and personal brands. Rob built and sold his own multimillion dollar wealth management firm to a publicly traded company in 2020.

Even with unmatched access to top attorneys, CPAs, and elite wealth strategies, he still lost millions of dollars during his exit to avoidable taxes, legal inefficiencies, and misaligned advice.

Why?

Because no single team was looking at all the pieces together.

Valtrion was created so our clients never repeat the costly mistakes Rob witnessed and lived firsthand.
  • Your income is your greatest asset.
  • Your business is your most powerful wealth creation engine.
  • Your future deserves a team that knows how to integrate all of it.
That is Valtrion, where elite strategy, proactive planning, and true generational wealth converge.

Isiah, CPA

Tax Director

Isiah CPA serves as a Tax Director for Luna VP, specializing in helping athletes and professionals navigate the complexities of tax strategy. His expertise is crucial in understanding and minimizing tax liability, which is vital for maximizing financial success.

Many individuals in high-income professions often overlook proper tax planning, leading to overpayment or financial challenges. Isiah’s role is instrumental in ensuring that clients deploy effective tax strategies both during their careers and in their post-career planning, ultimately helping them secure and enhance their financial futures.

Sabina Luna

VP of Marketing & Strategy

Sabina combines her extensive education and experience in design and branding to create unmatched strategies that help our clients connect with their target audience, build brand loyalty, and significantly increase monetization.

She has a successful track record helping clients gain new audiences, raise needed capital, & obtain a greater share of wallet through various marketing and business strategies.

Sabina’s expertise includes coordinating all of her client’s needs with our various subject matter experts to assure we can meet our clients objectives anywhere from start-up to later stage business contemplating exit strategies.

Vanessa Patrick

Operations Manager
Vanessa brings extensive experience working with high-net-worth investors in the Wealth Management industry. In her role as Operations Manager, she is instrumental in supporting our team with high-level operational strategies. Given the complexity of our clients’ needs, Vanessa treats each client relationship as a unique business, ensuring that personalized attention and tailored solutions are always a priority. Her expertise in managing intricate operational details allows our team to maintain efficiency and excellence, ultimately driving exceptional outcomes for our clients.

Luis Galdamez, CFA

Managing Partner

Luis Galdamez, CFA, is the Managing Partner at Luna VP and brings over two decades of experience in working with ultra-high-net-worth clients, including family offices, professional athletes, corporate executives, and successful entrepreneurs. As a Chartered Financial Analyst and certified financial planner, he holds the highest credentials in his field.

Luis specializes in financial modeling, due diligence, and providing comprehensive oversight of all financial aspects. His commitment to understanding each client’s unique needs and goals ensures that they have the smartest financial strategies in place. With Luis on your team, you gain a dedicated partner focused on your success, making his expertise an invaluable asset in navigating your financial landscape. Luis is also able to offer comprehensive investment guidance and asset management as an partner and advisor through Real Talk Capital, LLC a SEC registered investment adviser.

Rob Luna, MBA

CEO

Rob has spent over 27 years guiding high performing clients—including family offices, elite NFL athletes, World Champion boxers, Fortune 500 executives, and top entrepreneurs—to build successful businesses and create generational wealth.

In January 2020, he sold Surevest, the wealth management firm he founded in 2002, to a publicly traded financial institution. He then spent three years helping the firm grow into one of the largest Private Wealth Management firms in the U.S., approaching nearly $250 billion in assets under management.

 A sought-after financial expert, Rob is a regular contributor on Fox Business and the best-selling author of “Close Your Wealth Gap: Financial Lessons to Upgrade Your Life,” published by Wiley in 2023.

He holds an MBA from both The Anderson School of Management at UCLA and the National University of Singapore and is an alumnus and former fellow of the Wharton School of the University of Pennsylvania.

Currently, Rob leads the Family Office and Athlete division at LVP, where he is personally involved in ensuring the long-term success of clients.