Luna Venture Partners

Making Moonshots Reality

We are a boutique firm of All-Stars partnering with you to win at the highest level.

Businesses today must be agile, scalable, and adapt to the evolving needs of their customers. This requires customized design and the strategic implementation of frameworks which are scalable, teachable, and repeatable.

Our team is comprised of only highly credentialed and experienced consultants who will partner with you on training and strategy implementation. We are all MBA’s, CFA’S and or CPA’s. Our Founder and CEO Rob Luna, MBA is a regular contributor on financial television, and an entrepreneur himself who built his first business, a successful wealth management firm, that he sold in 2020 to a public company. From Startup to mature businesses looking to regain an edge, we partner with you to build a brain trust that through strategy, processes, and the fine art of talent management, allows you to experience exponential and sustainable growth.

Our Roster

Rob Luna

Founder & CEO
Learn More

Luis Galdamez

Managing Partner
Learn More

Dan Bensema

Managing Partner
Learn More

Laura Bensema

President of CFO Services
Learn More

Sabina Luna

Chief Creative Officer
Learn More

How do we do this?

01

Assure and/or develop solid financial systems and reporting

02

Develop a robust and measurable
growth strategy

03

Partner with you to manage in-house and outsourced talent to execute your strategic objectives.

Our Difference

Unlike many consulting firms who look for long drawn-out engagements that often yield little results, our goal is to transition from a deep dive and execution to a maintenance level as quickly as possible.

This reduces cost and lowers dependency on outside services. We do this through the implementation of proven processes and educating your team along the way to run these processes. Once you are confident in your strategy and processes, we can transition to an ongoing role as a C-suite/board level partner to help with the ongoing management of strategy over the different economic cycles.

Industries We Serve

Finance

Real Estate

Construction

Healthcare

Transportation

Technology

Areas of Expertise

Growth Strategy

Financials

Assessments

Talent Management

Merger & Acquisitions

Our Solutions

Financial Reporting and Balance Sheet Management

Risk Management

Assessments

Strategy Design and Implementation

Internal and External Succession

Talent Management

Fractional C-Suite Services

Consultant Oversight

M&A

01 . We will set up a Zoom meeting to identify your needs and answer any preliminary questions.
02. We will send a NDA to secure your privacy.
03. We will provide a cost estimate and statement of work for your review.
04. We start winning!
Scroll to Top

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 is particularly well known for helping his high-performing clients build and scale successful businesses and create generational wealth. His experience includes over two decades working with family offices, elite NFL athletes, World Champion boxers, Fortune 500 executives, and elite entrepreneurs, where he has a proven track record of helping them maximize their career earnings and create lasting financial legacies.

In January 2020, Rob achieved a major career milestone by successfully selling Surevest, the wealth management firm he founded in 2002, which he grew from a small operation in a spare bedroom into a prominent wealth management firm he sold to a publicly traded financial institution. Rob spent the following three years helping the new firm grow into one of the largest Private Wealth Management firms in the United States approaching nearly $250 Billion.

A sought-after on-air financial expert, Rob is a regular contributor on Fox Business, where he shares his wealth-building insights. He is also the best-selling author of “Close Your Wealth Gap: Financial Lessons to Upgrade Your Life,” published by Wiley in 2023.

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

Today, Rob leads our Family Office and Athlete division at LVP where he is personally involved with the long-term success of our clients.