Todd A. Rustman,  CFP<sup>&reg;</sup> - Financial Advisor

Todd A. Rustman, CFP®

CFA,CLU

Clarity Capital Partners, LLC

5000 Birch St, Ste 100
Newport Beach, CA 92660
(800) 805-7526

General

Todd Rustman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clarity Capital Partners, LLC in Newport Beach, CA and the surrounding communities.

Financial Advisor Overview

holistic

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Financial Advisor Experience

over 25 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 4, 24, 52, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - MBA, CSA, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Westpark Capital

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources