| In the Media

CNBC: CEO Robert Luna Reporting on Microsoft Earnings

Surevest Wealth Management CEO Robert Luna discusses Microsoft’s quarterly earnings. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton School at the University of Pennsylvania graduating from the…

| In the Media

CNBC: AMZN, CRM & TSLA moving goal post on how game is played

Discussing the markets with Robert Luna, CEO of Surevest Wealth Management. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton School at the University of Pennsylvania graduating from…

| In the Media

CNBC: What to buy as the rally stalls

Robert Luna, Surevest Wealth Management, discusses stocks to buy as the market takes a pause from its record run. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton…

| In the Media

CNBC: Will Disney be a ‘beauty’ or a ‘beast’?

Robert Luna, Surevest Wealth Management, and Brian Bolan, Zacks Investment Research, share their reactions to Disney Q1 earnings. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton School…

| In the Media

CNBC: Cloud is big area of opportunity for Google

Robert Luna, CEO of Surevest Wealth Management weighs in on Alphabet Q4 earnings. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton School at the University of Pennsylvania…

| In the Media

Luna on Markets: The Euphoria is Overdone

Robert Luna, Surevest Wealth Management, and Bruce Bittles, Robert W. Baird chief investment strategist, weigh in on the current state of the markets. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an…

| In the Media

CNBC: Stocks that have room to run

Robert Luna, CEO of Surevest Wealth Management, discusses stocks he believes have more room to run. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the Wharton School at the…

| In the Media

CNBC: ESPN continues to be an issue: Luna

Robert Luna, Surevest Wealth Management CEO, shares his reaction to Disney Q4 earnings. Stephanie Link, TIAA Global Asset Management, and CNBC’s Mike Santoli weigh in. Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He…

| In the Media

CNBC: Google expands ecosystem with Pixel, Home

Robert Luna, Surevest Wealth Management CEO & CIO, discusses the product announcements from Google’s hardware event live from CNBC headquarters Robert Luna Robert has over 16 years of experience in managing assets for institutions, professional athletes, small business owners and high net worth investors. He is an alumnus of the…

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