Founder President
Russ Luna
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection and reducing income taxes.
ABOUT RUSS LUNA ChFC, CLU, AEP, CDFA, CLTC
Russ is a Colorado native. He has trained at the Olympic Training Center under United States Swimming. In his spare time, he enjoys traveling, hiking, biking, visiting museums, theater and is an avid golfer!
Russ obtained five (5) professional designations because he believes that his clients deserve to receive the highest level of expertise. He holds designations of: Chartered Financial Consultant, Chartered Life Underwriter, Accredited Estate Planner, Certified Divorce Financial Analyst and Certified in Long Term Care. Additionally, he is an Investment Advisor Representative and Financial Fiduciary.
He builds strategies with confident, integrity-filled decisions in a way which will minimize the major risks that can jeopardize your plan. His philosophy is to protect clients’ assets while creating growth and long-term prosperity. Russ has unrivaled access to resources that are not widely available. This allows him to offer superior responsiveness to benefit his clients.
He also helps foundations and charitable organizations with tactical portfolio management as it pertains to growth and sustainable giving.
Russ serves on the boards of the American Cancer Society, Colorado Alzheimer’s Association and Denver Osteopathic Foundation.
He is a member of the Colorado Bar Association – Trust and Estate, Family Law and Elder Law sections – Medicaid legislative subcommittee, National Association of Estate Planners and Councils, Denver Estate Planning Council, Estate Planning Council of Southeast Denver, Corporation for Long Term Care, Colorado Planned Giving Roundtable, American Cancer Society National Advisor Network, American Cancer Society Nationwide Gift Planning Advisor Council, Institute for Divorce Financial Analysts (former Chair), South-metro Chamber of Commerce and Association of Fundraising Professionals – Colorado Chapter.
Russ has contributed to and written for U.S News and World Reports, MSN Money Canada, Yahoo Finance – United States and Canada, Huff Post, Las Vegas Business Press, Las Vegas Review-Journal, The Street and Go BankingRates.
7887 E. Belleview Ave., Suite 1100
Greenwood Village, CO 80111
Office (888)575-5796 ● Cell (303)525-4434 ● rluna@lunawm.com
