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Valtrion Insurance Solutions

Strategic Protection. Intelligent Leverage

Who We Are

At Valtrion Insurance, we don’t treat insurance as a product, we treat it as a strategy. For entrepreneurs, personal brands, and corporate executives, insurance becomes a tool to protect what matters, unlock liquidity, and free up more money to invest. From wealth transfer to business continuity, our solutions are designed to safeguard your legacy while accelerating long-term growth.

We engineer plans that create efficiency, protect income, and preserve wealth, not just for today, but for generations.

Entrepreneurs

Your business is your most valuable asset. Insurance must protect it and unlock its potential.

Our Solutions

Buy-Sell Agreements funded with insurance to ensure seamless ownership transition

Key Man Insurance to protect enterprise value and investor confidence

Life and disability coverage to secure income and family wealth

Guaranteed income structures to diversify retirement income streams

Strategies to free working capital for reinvestment and expansion

Personal Brands: Creators, Athletes & Celebrities

Your income is unique, your risks are higher, and your legacy must endure beyond the spotlight.

Our Solutions

Tailored life and disability protection for volatile or peak-earning careers

Wealth transfer strategies to preserve generational impact

Risk-transfer structures to safeguard both family and brand equity

Guaranteed income solutions to stabilize cash flow

Protection frameworks that secure future lifestyle and legacy

Corporate Executives

Complex compensation requires integrated protection that strengthens both personal and family wealth.

Our Solutions

Life insurance to align with estate and wealth transfer planning

Insurance-funded strategies for succession and estate equalization

Risk-transfer structures to safeguard both family and brand equity

Guaranteed income solutions to stabilize cash flow

Key executive coverage to protect company and shareholder value

Why Valtrion Insurance?

We are not in the business of selling policies, we are in the business of building legacies. By transforming life, disability, annuity, and business continuity strategies into intelligent tools, Valtrion Insurance helps clients protect today, create liquidity, and multiply tomorrow.

Secure your future. Build your legacy with Valtrion Insurance.

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Disclosure: Valtrion Insurance Solutions (“Valtrion Insurance”) is an independent insurance agency offering insurance products and services through a variety of unaffiliated, highly rated insurance carriers. Coverage recommendations and insurance product availability may vary by state and individual client circumstances. All insurance products are subject to the terms, conditions, limitations, exclusions, and underwriting guidelines of the issuing carrier.

Valtrion Insurance acts as an intermediary between clients and insurance carriers; it does not underwrite insurance coverage, make coverage determinations, or guarantee the performance of any insurance company. Premiums, policy terms, and coverage decisions are solely determined by the issuing insurer.

Valtrion Insurance may be under common ownership with other Valtrion-branded entities, including those offering investment advisory, tax, consulting, lending, and business services. Clients are under no obligation to engage with any affiliated company, and are free to work with the providers of their choice. These relationships may create potential conflicts of interest, which are disclosed upon request.

Valtrion Insurance does not provide investment, legal, or tax advice. Clients should consult qualified professionals regarding those matters.

For detailed information regarding specific insurance products, policy provisions, exclusions, and financial ratings of carriers, please refer to the official documentation provided by the issuing insurance company.

©2025 All Rights Reserved.  |  Valtrion Insurance LLC

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.