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Felipe Luna

Before forming CONCERT in 2005, Felipe Luna worked as a Corporate Vice President with UBS and managed offices in San Jose and San Francisco, CA. Prior to his time with UBS, he served as a Vice President at Smith Barney, where he helped build a unique office in Palo Alto, CA, dedicated to servicing and financial planning for high net-worth individuals. Felipe is a graduate of the US Naval Academy in Annapolis, MD, and came to Silicon Valley in the early 1990s. He now lives in San Jose with his wife Elizabeth and their three children. Felipe enjoys coaching his children's soccer teams and swimming in San Jose.

 

Felipe Luna

Founder & CEO

"Helping Customers succeed by empowering them to focus on their clients - Independence Redefined" - Felipe Luna, CEO