403: Rob Luna on Closing Your Wealth Gap

By January 2, 2024Podcast

Rob Luna on Closing Your Wealth Gap

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.



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“Outside of financial literacy, mindset, … is one of the most important things.” – Rob Luna

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.

About Rob: 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.

Quotes from the Episode:

“The more money you have, unfortunately, in this country, the better off you’re gonna be.” - Rob LunaClick To Tweet
“The definition of wealth is going to be how you define it.” - Rob LunaClick To Tweet
“Outside of financial literacy, mindset, … is one of the most important things.” - Rob Luna Click To Tweet

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

Connect with Rob:
Website | YouTube | InstagramX

READ OR DOWNLOAD THE TRANSCRIPT FOR EPISODE 403.

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