Keystone Private Wealth Expands Expertise with the Addition of Two Veteran Financial Advisors

Keystone Private Wealth strengthens its team by welcoming veteran advisors Robert Valenzuela and Todd Luttmers. Both bring decades of experience in financial management, focused on client-centered service. Their addition aims to support Keystone's mission of providing exceptional financial guidance in today's dynamic landscape.

With over $100 million in managed assets, Robert and Todd join Keystone as the firm expands its influence in the Coachella Valley and beyond. Their skills in navigating complex financial environments and dedication to personalized client strategies are expected to be crucial in this mission.

Robert Valenzuela, a trusted advisor with Series 7 and 66 licenses, has a background in banking and financial advisory. "Joining Keystone Private Wealth was an easy decision," said Robert. Todd Luttmers, also Series 7 and 66 licensed, brings extensive experience from branch banking and advisory roles. "Keystone's proprietary fintech and innovative resources set it apart," mentioned Todd.

Mark Thatcher, Partner at Keystone, highlighted the firm's client-first approach. "Robert and Todd's deep experience and client-first mentality are precisely what we seek in our advisors," stated Thatcher.

Beyond their roles, both advisors are actively involved in their communities. Keystone Private Wealth welcomes them to the team, looking forward to their contributions to the firm's continued success.