VALTRION

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Valtrion Tax & Consulting

From tax strategy and business valuations to fractional CFO services. ONE integrated firm serving high-net-worth individuals and growth-focused businesses with the depth to handle everything your financial life demands.

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Our Mission

We help ambitious leaders navigate complexity, capitalize on growth, and minimize taxes so they can build lasting wealth with clarity and confidence.

Who We Are

We are entrepreneurs and financial strategists who built a firm around one belief — that tax, business advisory, and wealth strategy should work together, not in silos. We combine real operator experience with advanced financial expertise to deliver the kind of proactive, integrated thinking that traditional accounting firms simply don’t offer.

What We Do

We create value through integrated financial and tax consulting that aligns entity structure, income planning, and investments into a coordinated strategy that reduces tax liability, frees capital, and accelerates net worth for entrepreneurs, executives, and high-net-worth individuals.

Our Approach

1. Discovery

We map your businesses, entities, income sources, investments, and goals.

2. Design

We architect a multi year tax plan aligned with your business strategy and wealth objectives.

3. Execution

We implement, monitor, and adjust in real time so opportunities are captured within the tax year.

4. Integration

We align tax, finance, and personal wealth under one coordinated plan.

Core Services

Strategic Tax Planning

Comprehensive planning to identify and implement proactive strategies that reduce current and future taxes.

Business Structuring and Entity Optimization

Selection and design of entities to maximize tax efficiency, legal protection, and operational flexibility.

Tax Preparation and Compliance

Full service prep and filing for complex entrepreneurs and executives with meticulous accuracy and documentation.

Tax Efficient Wealth Strategies

Integration of tax planning with investment, real estate, and business growth to keep more of what you earn.

Outsourced CFO and Financial Department Solutions

For companies ready to scale, we can serve as outsourced CFO or fully lift out your entire financial department. We deliver strategic finance, accounting, forecasting, KPI dashboards, and investor ready reporting so leadership can make data driven decisions and build enterprise value.

Business Valuation

Valtrion delivers credentialed, defensible business valuations for exit planning, ownership transfers, buy-sell agreements, tax strategy, and litigation support built and backed by CPAs, CFAs, and ABV holders who understand and advise what your number actually means.

Results

  • Lower effective tax rates within the first year
  • Cleaner books and faster close cycles
  • Clear visibility through dashboards and cash flow forecasting
  • Stronger valuations through better financial discipline and documentation

Who We Are a Fit For

  • Founders and operators with multi entity or multi state complexity
  • Personal brands and creators with diversified income streams
  • Corporate executives with equity compensation and liquidity events
  • Real estate and private investment owners seeking efficient structures

How Engagement Works

Step 1

Consultation

A short call to understand your goals and complexity and confirm fit.

Step 2

Diagnostic

We review prior returns, entities, and financials to surface opportunities and risks.

Step 3

Plan & Propose

We deliver a strategy outline, scope, and transparent pricing.

Step 4

Implementation

We execute the plan and establish ongoing cadence with measurable KPIs.

FAQ's

Frequently Asked Questions about Valtrion Tax & Consulting

We can collaborate with your team or serve as your primary tax partner depending on your needs.
Most clients begin with a diagnostic within two weeks depending on document readiness.
Yes, as part of outsourced finance we can manage bookkeeping, controller services, and close the books monthly.

We focus on founder led businesses, media and personal brands, professional services, real estate, and technology.

Ready to turn taxes into a strategic advantage?

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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.