Send us a text

Episode Summary: In this episode of the L3 Leadership Podcast, Rob Luna, a seasoned expert in wealth management joins us. Our chat traces Rob's path from his early days in the challenging streets of L.A. to his present role as a trusted figure for those grappling with the intricacies of wealth. As we unwrap the layers of his success, you'll gain insights into the profound impact of financial literacy and learn practical ways to build and safeguard wealth for the long haul.

About Rob Luna: Rob Luna is confirmation that the American Dream is alive. He went from growing up hungry and battling the tough streets of Los Angeles, to becoming an Ivy League Alumnus and earning MBA degrees in two countries. His 25 years of experience includes consulting with companies such as Amazon, Google, and Facebook, managing money for some of the world’s wealthiest individuals, and building a multimillion-dollar business that was sold to a publicly-traded company. Today Rob oversees his group of companies focused on helping people build, grow, protect, and enjoy their wealth.

3 Key Takeaways:
1. Rob shares perspectives gleaned from my years advising the super-wealthy, tackling the paradox that wealth alone doesn't guarantee life satisfaction.
2. We talk about how to guide your children to better understand money.
3. Rob talks about the importance of how mindset can change your life.

Quotes From the Episode:
“The more money you have, unfortunately, in this country, the better off you’re gonna be.”
“The definition of wealth is going to be how you define it.”
“Outside of financial literacy, mindset, not putting limiting beliefs on your children, is one of the most important things.”

Resources Mentioned:
Close Your Wealth Gap by Rob Luna
Die With Zero by Bill Perkins

Connect with Rob:
Website | YouTube | Instagram | X

Episode Webpage: https://l3leadership.org/403
L3 Mastermind Groups: https://l3leadership.org/mastermind
L3 Leadership Facebook: https://www.facebook.com/L3Leader/
Follow us on Linkedin: https://www.linkedin.com/company/l3-leadership