Todd Rustman, CFA, CFP, CLU, EA
Todd Rustman, CFA, CFP, CLU, EA
Todd Rustman, a professional financial advisor, has earned recognition through his experience and education, holding professional certifications including CFA, CFP, CLU, and EA credentials. Graduating from Pepperdine University with a degree in Business Management and subsequently receiving an MBA in International Business and Finance from Thunderbird University, he began his career working for prominent institutions such as PIMCO and Mellon Private Asset Management before founding Clarity Capital Partners in 2000. With a disciplined approach to wealth management, Todd and his team simplify complex financial constructs and align strategies with client objectives and timelines. He has been recognized as one of Orange Coast magazine's 5-Star Wealth Managers annually from 2013-2021. Besides his professional activities, Todd has also founded Levendi Winery and is involved in Southern California civic and business groups.