Team

We believe that the best financial advice comes from a person who can really relate to your goals, objectives and concerns. Only then can one recommend solutions that are best suited and free of conflict. We serve our clients just as we serve our families, loved ones  and friends – with dedication, highest expertise and honest care for their needs.

Our success is our clients success.

FELIPE LUNA
President, Financial Advisor, Product Specialist, Chief Investment Strategist
Felipe is dedicated to servicing and financial planning for high net worth individuals. His is responsible for the portfolio strategies available to CONCERT Private Wealth Clients. He also oversees major business segments account management for CONCERT Private Wealth including Wealth Management, Business Consulting and Advisor Services.
ELIZABETH LUNA
Vice President, Financial Advisor, Wealth Planner
Elizabeth oversees the Financial Planning Department and focuses on strategy implementation, account logistics and account management for CONCERT Private Wealth.

CHERYL WONG
Business Development Director, Financial Advisor
Cheryl is responsible for understanding the complexities of each CONCERT Private Wealth client – their values, goals and concerns. This includes the coordination of legal and accounting counsel for CONCERT clients.

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