Keystone Private Wealth Welcomes Financial Advisors Robert Valenzuela and Todd Luttmers to the Team

Keystone Private Wealth announced the addition of Robert Valenzuela and Todd Luttmers to its financial advisory team. Both advisors bring deep expertise and a steadfast dedication to client service. Combined, they managed over $100 million in investment assets, aligning with Keystone's client-first mission.

Robert Valenzuela joins with extensive experience in the financial sector. He began his career in Coachella Valley banking, later transitioning to financial advisory where he focuses on client-centric strategies. Valenzuela holds Series 7 and 66 licenses and emphasizes personalized financial planning.

Todd Luttmers, also holding Series 7 and 66 licenses, comes with over a decade of financial industry experience. Originally from San Diego, his commitment to client education and service is well-regarded. Luttmers sees Keystone's advanced technology as enhancing their clients' experience.

Mark Thatcher, Partner at Keystone, highlights the firm's alignment with Charles Schwab and its proprietary fintech as key assets for Valenzuela and Luttmers. Both advisors are also active in their communities, contributing in various personal capacities.