Keystone Private Wealth Adds Financial Advisors Robert Valenzuela and Todd Luttmers to Its Team

Robert Valenzuela ● Photo Credit: Keystone Private Wealth

PALM DESERT, Calif., August 23, 2024 (VSNewsNetwork.com) - Keystone Private Wealth has announced the addition of financial advisors Robert Valenzuela and Todd Luttmers to its firm. The two advisors bring a combined experience of managing over $100 million in investment assets and are recognized for their commitment to client service.

Todd Luttmers ● Photo Credit: Keystone Private Wealth

Valenzuela has a background in financial services, starting his career as a banker in Coachella Valley before transitioning to financial advisory. He is licensed with Series 7 and 66 certifications and has built a reputation for providing client-focused financial guidance. "I am excited and honored to continue helping my clients work toward their financial goals," said Valenzuela. He added that joining Keystone was a "natural choice" due to its strong reputation for client service in the Coachella Valley.

Luttmers, also a licensed financial advisor with Series 7 and 66 certifications, brings over 10 years of experience in the financial services industry. His career began in branch banking, and he has since gained a reputation for his dedication to client education and service. "Our tools and resources help ensure that we can deliver unparalleled service," said Luttmers, emphasizing the advanced technology and resources available at Keystone.

Mark Thatcher, a Partner at Keystone Private Wealth, expressed confidence in the new additions, stating, "Their deep commitment to personalized service and their drive to truly understand their clients’ needs make them a perfect fit for our firm."

For more information or to connect with Robert Valenzuela and Todd Luttmers, visit www.keystoneprivatewealth.com.

Source: Keystone Private Wealth via Newswire