Clarity Capital Partners is a boutique, wealth management firm which specializes in partnering with business owners. By working closely with our business owner clients and their families, we help them navigate both their professional and personal finances.
We are fiduciaries first, putting clients interests above our own.
We are independent, with no proprietary products to push. We have our Client’s best interests in mind.
We are experienced, with over 50 years combined time in the Wealth Management industry.
We are a team, with our clients, our employees, our trusted advisors, and our community.
We believe that everyone should be a hero of a story and build their legacy for generations to come.
Let us help you be the hero of your own story.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Todd Rustman serves as a Founder and Managing Partner of Clarity Capital Partners.
When you come from a family of teachers, some might consider it fate to end up as a professional financial advisor. Todd Rustman’s career path, however, was not quite that clear-cut as a youngster growing up in Missouri.
Things started to come into focus - quickly - during a summer job working at the school bus company his father owned. His dad handed him a broom and told him to take “the idiot stick” and start sweeping. It didn’t take long for the teenager to understand this was not how he wanted to live his future life.
Fortunately, Todd, a voracious reader, was also an exceptional student. He finished high school by landing a scholarship that took him out west, far from the world of maintenance garages and mechanics. He enrolled at Pepperdine University, graduating in 1992 and later going on to earn an MBA in International Business and Finance from Thunderbird University.
He put that advanced education to good use after college, joining Long-Term Credit Bank of Japan, Ltd. before on moving to the institutional client side with PIMCO and, later, portfolio manager for HNW Private Clients through Mellon Private Asset Management. After four years with Mellon, and a year as vice president with Kayne Anderson Investment Management (prior to its sale), Todd founded Clarity Capital Partners in the fall of 2000.
Influenced by the teachings of readings of investment legends such as Warren Buffett and Charlie Munger, Todd remains true to his Midwest roots by simplifying complex and confusing financial constructs for his clients. His disciplined approach to wealth management aligns strategy with client objectives and timelines. He will reverse engineer desired outcomes, presenting options developed through quantitative data, analytics and related research generated from Clarity Capital’s deep bench of financial advisory partners and resources.
Todd has been named one of Orange Coast magazine's 5-Star Wealth Managers* annually from 2013-2018. His professional certifications include CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner), and CLU® (Chartered Life Underwriter) credentials .
Jackie Robinson once said, “Life is not a spectator sport.” Todd lives by that philosophy, serving as a co-founder of the Levendi Winery as well as maintaining an active role in Southern California civic and business groups. In addition to being a founding Board member of Gen-Next, he serves on the Board of the Gen-Next.
When he’s not inspiring others - or, even better, being inspired by them, Todd enjoys spending time with his family in Nellie Gail Ranch with wife Sherry and their children, Sierra and Cayden.
*For more information on the 5 Star Wealth Manager process, please click HERE.
Brittany serves as Managing Director of Clarity Capital Partners.
Creating wealth gives one options, something Brittany Slater-Gautreau was painfully short of as an adolescent growing up with a suddenly single mother who unexpectedly found herself working feverishly to make ends meet. If there was a better life ahead for young Brittany, she knew it would fall on her to build it. And in becoming an accomplished financial advisor she has achieved that goal, using sound fundamental planning principles and investment strategies to help her - and her clients - pursue their dreams.
When asked about her approach to wealth management, she will tell you it’s all about building legacy. Whether it’s an investment portfolio, business plan, retirement, or community service, the long-term perspective is the lens she looks through in making life’s most important decisions. That point-of-view comes from her mom, who taught her that whatever you choose to do at a given moment, you’ll have to face yourself in the mirror at the end of the day and live with the consequences.
Hard work is in Brittany’s DNA. It was handed down from her grandfather, whose legacy in the small town of Ferndale, Washington can be seen in all the real estate he owned - as well as the main road that bears the family name.
Brittany began her career in the financial services industry with an internship at the age of 17, ultimately advancing her career and becoming an Operations Manager. She graduated from Northwest University with a BA in Organizational Communication. After gaining her insurance license and FINRA registrations, she moved into Wealth Management. She holds the Series 65 registration and is an Investment Advisor Representative with Clarity Capital Partners. She is also a registered representative (Series 7) with WestPark Capital, Inc.
One of her practice focuses is working with entrepreneurial women to help them reach their financial goals - both professionally and personally. So many aspire to own a business and she is passionate about helping to put them on a path to secure the resources they need.
A model for servant-leadership, Brittany is involved with Compassion Int’l and has two “adopted” children she supports in Bolivia and Uganda. She is the Co-President of the Women Business Owners Group of Greater Seattle**, and the Membership Chair of the Woodinville Rotary**, as well as a member of GEN-NEXT Seattle** and ACG Seattle**.
Outside of Clarity, Brittany enjoys cooking, entertaining, yoga, fitness, traveling, and working on her family home in Woodinville with husband, Zach.
Olivio Gomez serves as Vice-President of Clarity Capital Partners.
Over his professional life Olivio Gomez has witnessed many major storms - including several in the financial world. Maybe that’s where he developed the calm and big picture perspective his clients so appreciate.
None of those events were bigger than the Great Recession that began in 2008, just as he embarked on his wealth management career. Conversations with clients quickly pivoted from asset and portfolio allocation to survival strategies. Olivio embraced the challenge, working diligently to help people from all walks of life diversify and protect their investments.
For him, wealth management has always been focused on helping clients understand - rather than worry about - the financial markets. He learned a long time ago that knowledge and a sound plan is what produces lasting peace of mind.
Olivio serves as Vice-President of Clarity Capital Partners. He holds the Series 66 registration and is an investment advisor representative with the firm. He is also a registered representative (Series 7) with WestPark Capital, Inc.
Through his deep understanding of 401k, profit sharing and defined benefit plans, Olivio has helped numerous business owners optimize the benefits associated with their corporate retirement plans. Before Clarity, he worked four years as a Financial Advisor at Edward Jones Investments, where he opened and managed the firm’s Ladera Ranch office. Prior to that, he held various finance and managerial positions at large, multi-national companies such as Gap, Home Depot, Universal Studios, and Warner Bros.
Olivio earned his B.S. degree in Finance from the Haas School of Business at UC Berkeley in 1996, and also earned his MBA from the UCLA Anderson School of Management in 2002, after receiving the Dean Fellowship Award in 2001.
Originally from San Francisco, the Northern California native currently resides in Orange County’s picturesque Trabuco Canyon with wife Monica and daughter Emma. During his free time, Olivio enjoys spending time with his family and coaching his daughter’s AYSO soccer team. He is also an avid fan of college football, making frequent road trips to Memorial Stadium at UC Berkeley to watch his beloved Golden Bears.
Kyle is a Wealth Manager with Clarity Capital Partners.
He graduated from California State University, Fullerton where he earned his BA in Business Finance. After college, Kyle started his financial career as a financial advisor at Independent Capital Management (ICM). During his tenure at ICM & other financial groups, he helped guide families and young professionals toward financial independence by creating comprehensive plans to reach their goals.
Kyle joined the Clarity Capital Partners team in 2018 and has been an instrumental part of CCP's client management. His role is instrumental in creating financial plans, trading, money movement, market analysis, allocation reports, and helping clients with any questions. Kyle prides himself on providing a high level of service while abiding by the ethical fiduciary standards as a financial professional.
Outside of Clarity Capital, Kyle enjoys exercising, snowboarding, scuba diving, traveling, cooking and sports. He lives an active lifestyle while always making time to spend with family.
He currently holds the series 6 and 66 registrations as an Investment Advisor Representative with Clarity Capital Partners. He holds his series 7 as a registered representative with WestPark Capital, Inc.
Investment advisory services offered through Clarity Capital Partners LLC, a registered investment advisor. Securities offered through American Trust Investment Services Inc., member of FINRA/SIPC. Clarity Capital Partners LLC are not affiliated with American Trust Investment Services, Inc.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
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For more information on Clarity Capital Partners LLC, its registered representatives or investment adviser representatives, you may search at the SEC Adviser Search page at http://www.adviserinfo.sec.gov. You may also obtain the firm's current disclosure documents (ADV) from the SEC Adviser Search page.