Keystone Private Wealth has announced the addition of Robert Valenzuela and Todd Luttmers to their firm. With their combined expertise and unwavering commitment to client service, Robert and Todd bring fresh energy to Keystone that aligns perfectly with the company’s mission of prioritizing their clients. Together, they have managed over $100 million in investment assets. Robert Valenzuela brings a wealth of experience in the financial services industry to Keystone. He began his career as a banker in Coachella Valley and transitioned into financial advisory, earning a reputation for providing client-focused financial guidance. Robert holds Series 7 and 66 licenses and is dedicated to developing personalized strategies that help clients achieve their financial objectives.
“I am excited and honored to continue helping my clients work toward their financial goals,” said Robert Valenzuela. “Joining Keystone Private Wealth was a natural choice because it’s widely recognized that Keystone, along with Charles Schwab, offers one of the best platforms for delivering outstanding client service in the Coachella Valley. We share the same principles and values that clients have come to appreciate and expect.”
Todd Luttmers is a licensed financial advisor with Series 7 and 66 licenses. With over 10 years of experience, Todd has established a strong reputation for his dedication to client service. Originally from San Diego, Todd’s background includes growing up in a military family and gaining foundational experience in financial services while pursuing a career in branch banking in the Coachella Valley. He is passionate about educating clients and has been instrumental in training new admins at his previous firm. Todd’s commitment to exceptional service makes him a valuable asset to clients. He looks forward to continuing his practice at Keystone, where the firm’s resources and client-first approach provide an ideal environment for his work.
“In addition to having the latest cutting-edge technology to service our clients, Keystone and its affilates have a patent pending proprietary fintech to better serve our client base,” said Todd Luttmers. “Our tools and resources help ensure that we can deliver unparalleled service. Our office and its location are the best in Coachella Valley, which will only enhance our clients’ experience.”
“At Keystone Private Wealth, we don’t represent a group of investment products; we represent you,” said Mark Thatcher, Partner at Keystone Private Wealth. “We are delighted to welcome Robert and Todd to our team. Their deep commitment to personalized service and their drive to truly understand their clients’ needs make them a perfect fit for our firm. With Charles Schwab as our custodian and our cutting-edge tech stack, we’re confident that Robert and Todd will have all the tools they need to help our clients navigate the complexities of the financial world.”
Beyond their professional roles, both Robert and Todd are deeply involved in their community. Robert, along with his wife of 13 years and their four children, is an active member of his church, where he teaches youth groups to play guitar, counsels teenagers, and supports struggling families. Todd, along with his wife Karena, a native of Coachella Valley and a property manager, enjoys traveling, trying new restaurants, attending Firebirds games, snowboarding, and playing fantasy football.
Robert and Todd are excited to bring their combined strengths to Keystone Private Wealth. They look forward to helping clients achieve financial clarity and confidence.
