VALTRION

Valtrion Capital Management

Aligning success across career, business, and wealth.

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Who We Serve

At Valtrion Capital Management, we specialize in guiding three distinct client groups each with unique challenges and opportunities. Our integrated model ensures their careers, businesses, and wealth strategies are fully aligned.

Service Areas

Corporate Executives

Valtrion Capital has deep experience advising senior corporate executives on how to maximize both current and future earnings potential.

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Personal Brands
We partner with athletes, entertainers, creators, and media personalities to transform visibility into sustainable wealth. Beyond endorsements, personal brand value can become a long-term financial engine when managed strategically.
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Entrepreneurs
We support entrepreneurs at every stage from early growth to scaling to exit, ensuring business and personal wealth strategies remain fully aligned. Because most net worth is concentrated in the company, disciplined planning across business and personal domains is critical.
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Corporate Executives

Valtrion Capital has deep experience advising senior corporate executives on how to maximize both current and future earnings potential.

How We Help

  • Within Current Organizations: Enhancing compensation packages, equity structures, and long-term incentives
  • Strategic Transitions: Evaluating competitor opportunities to expand and preserve executive value
  • Private Equity Monetization: Providing competitive analysis and guidance on the evaluation of private equity compensation structures.

Wealth & Compensation Guidance

  • Active management of wealth and investment portfolios
  • Equity compensation strategy (stock options, RSUs, performance shares)
  • Tax coordination for complex compensation structures
  • Estate and legacy planning integrated with executive career goals

Outcome

Executives not only capture their full worth but also build and protect wealth for the long term.

Personal Brands

We partner with athletes, entertainers, creators, and media personalities to transform visibility into sustainable wealth. Beyond endorsements, personal brand value can become a long-term financial engine when managed strategically.

How We Help

  • Income & Equity Alignment: Structuring deals for equity ownership, revenue participation, and long-term upside
  • Wealth & Liquidity Management: Portfolio management and liquidity planning to turn income spikes into independence
  • Tax & Risk Coordination: Tax-efficient structures, liability mitigation, and smart entity selection
  • Brand Expansion & Monetization: Advisory on private equity, entrepreneurial ventures, licensing, and partnerships
  • Legacy & Family Planning: Coordinating wealth with estate planning, philanthropy, and next-generation education

Outcome

A sustainable wealth platform that grows with their career and beyond.​

Entrepreneurs

We support entrepreneurs at every stage from early growth to scaling to exit, ensuring business and personal wealth strategies remain fully aligned. Because most net worth is concentrated in the company, disciplined planning across business and personal domains is critical.

How We Help

  • Growth Acceleration – KPI-driven systems, operational efficiencies, and scalable valuation strategies.
  • Capital Strategy – Structuring financing, preparing for fundraising, and positioning for institutional capital.
  • Liquidity Events – Exit planning, deal negotiations, and post-transaction tax optimization.
  • Wealth Diversification – Converting business equity into diversified personal wealth, including portfolio management, retirement planning, and alternative investments.
  • Tax & Estate Optimization – Leveraging advanced strategies (QSBS, Augusta Rule, charitable structures, etc.) to minimize taxes and preserve legacy.

Outcome

Entrepreneurs achieve both accelerated enterprise value and a clear, disciplined roadmap to generational wealth.

Meet Our Advisors

Luis Galdamez
Charlie
Amir

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.