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Luna Capital Management, LLC

  •  Tel: 415-513-5257
  •  Fax: 415-738-2310
  •  

Luna Capital Management, LLC

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Our mission is to preserve and grow client wealth.

Our customized investment portfolios seek to generate substantial income and to compound that income
at attractive rates over time by investing mostly in high dividend-yielding equities.

Design client portfolios

We believe that a portfolio consisting of individual stocks and bonds offer our clients the most transparent, low-cost and effective way of delivering investment returns. An individually designed investment portfolio offers flexibility in meeting your objectives, accommodating risk tolerances, unique tax situations, and satisfying income requirements.

Complimentary Portfolio Review

Get a second opinion from a Portfolio Manager with over 15 years of institutional investment management experience. We are very committed to making sure that investors have a clear understanding of their investment holdings and their associated costs and risks.

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  2. About
  3. Our Team

Our Team

 

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Ronan C. Gaudario, CRPC®

415-513-5257
ronan.gaudario@lunacapm.com

Ronan C. Gaudario is an Investment Advisor Representative with Luna Capital Management.  He has been in the financial service industry since 1992.  He graduated from Golden Gate University with a Bachelor of Science Degree in Finance and received his Chartered Retirement Planning Counselor designation in 2013.

Ronan works with affluent clients preparing them for retirement, college planning for their children, asset protection, as well as growth and preservation of wealth.  His philosophy is to educate clients in every aspect of their financial situation by providing a comprehensive financial solution designed to meet each of their many milestones during their lifetime. 

Prior to joining Luna Capital Management, Ronan was a Financial Advisor with Voya Financial Advisors formally known as ING Financial Partners.  Ronan was Vice President and Relationship Manager at Wachovia Wealth Management where he coordinated with a team of experienced specialists ranging from financial planning, estate and trust services, investment management, and asset protection through insurance and personalized credit solutions for affluent and high net worth clients.  Before Wachovia, Ronan was Vice President and Assistant Market Manager at Bank of America where he lead a team of client managers.  While under his leadership his team ranked 1st in credit in the region and also ranked in the top 5 in the region for organic investment growth at Bank of America

Ronan is a big sports fan and has a passion for baseball.  When he is not at work, he spends time with his family and volunteering as a baseball coach for kids.  Ronan and his wife have 2 kids and reside in the San Francisco Bay Area.

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John (Jerod) Woo

Jerod studied Business Administration at Marquette University before joining the team as an operations associate.  Jerod assists in the onboarding of new accounts, the trading of client accounts, preparation of client reporting and is a key member of the operations team. In addition, Jerod provides research support and brings investable ideas to our portfolio management team. With a passion for investments, he is studying for the Series 65 registered Investment Advisor Representative Examination. Prior to joining Luna Capital, Jerod worked in the summer for the Milwaukee Brewers, working in accounting, as well as organizing community outreach programs and ballpark promotions.  Jerod also acted as vice president and social chair of the Marquette chapter of Delta Chi Fraternity organizing events and leading fundraisers for the V Foundation.  

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1799 Bayshore Highway, Suite 128A
Burlingame, California
94010 United States

  •  Tel: 415-513-5257
  •  Fax: 415-738-2310
  •  

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Luna Capital Management, LLC  (“RIA Firm”) is a registered investment adviser located in Burlingame, CA. Luna Capital Management, LLC  is a registered investment adviser in the State of California and Texas. Luna Capital Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Luna Capital Management, LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Luna Capital Management, LLC website on the Internet should not be construed by any consumer and/or prospective client as Luna Capital Management’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Luna Capital Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Luna Capital Management, LLC, please contact the state securities regulators for those states in which Luna Capital Management, LLC maintains a registration filing. A copy of Luna Capital Management, LLC current written disclosure statement discussing Luna Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Luna Capital Management, LLC upon written request. Luna Capital Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Luna Capital Management, LLC website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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