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Russell Luna AEP, CDFA®, ChFC®, CLU
Luna Wealth Management
7887 E. Belleview Ave. |
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I am a successful Financial Advisor with extensive experience in the Financial Services Industry. Over the last 30 years, I have helped a wide range of businesses and individuals thrive through wealth accumulation strategies and wealth preservation planning. My expertise excels in every phase of the planning cycle, and I specialize in working with products and services that meet all of my clients’ needs. I have a consistent track record of uncompromising ethics that instill confidence and trust. As a commitment to my clients, I hold many prestigious designations that assure my proficiency and qualifications as a Wealth Preservation Planner: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Long Term Care (CLTC), Accredited Estate Planner (AEP), Certified Divorce Financial Analyst® (CDFA™) and Investment Advisor Representative. I have received numerous acknowledgements for leadership and achievement: Million Dollar Round Table (MDRT), Outstanding Producer, Presidential Delegate – University of Northern Colorado, and Society of Financial Services Professionals – President’s Award, to name a few. Having gone through divorce myself, I have empathy with you. It is a traumatic time. I can help you sort through the complicated financial information. Call me for an initial free consultation. 303-371-2323 |
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800.875.1760
