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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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 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 “eat our own cooking”, meaning we invest our own money the same way we manage our client money.

We have “skin in the game” and suggest only investments that we ourselves would invest in.

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.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

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

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

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

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.

 

Charitable Giving

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.

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Our Team

Learn more about our amazing team of professionals.

Todd Rustman, CFA, CFP, CLU

Partner, MFO/Wealth Management Division

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Todd Rustman, CFA, CFP, CLU

Todd Rustman serves as a Founder and Managing Partner of Clarity Capital Partners.

Todd graduated from Pepperdine University in 1992, and Thunderbird University with a MBA in International Business and Finance in 1993 and went to work for Long-Term Credit Bank of Japan, Ltd. In 1995, he continued on the institutional client side with PIMCO, then moved to an eventual portfolio manager position for HNW Private Clients with Mellon Private Asset Management.  After approximately four years with Mellon, and a year as vice president with Kayne Anderson Investment Management (prior to its sale), Todd started GR Capital Asset Management (dba Clarity Capital Partners) in the fall of 2000.  

Todd has received his CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), and CLU (Chartered Life Underwriter).

Todd has been named as one of WORTH Magazine's Top Wealth Advisors for both 2007 and 2008. He most recently has been named to Orange Coast Magazine's List of 5-Star Wealth Managers for the past 5 years.

Todd believes in doing everything in life with passion and integrity.  He prides himself on collaborating with all advisors for the best results for the client.  His success has also centered on "Operation Simplify" concepts as well as "Reverse-Engineering" wealth management solutions to achieve the diverse objectives for his clients.  He is a voracious reader and learner as well as an active listener.  "Life is not a spectator sport."

Todd is a Co-Founder of the Levendi Winery. He is a Founding Board Member and active member of Gen-Next, is on the Board of New Majority in Orange County and also is on the Board of the Gen-Next Foundation. 

Todd resides in Nellie Gail with his wife Sherry and their children, Sierra and Cayden.

Bio
Photo of team member

Brittany Slater-Gautreau

Director, Pacific Northwest Division

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Brittany Slater-Gautreau

Brittany serves as Director of the Pacific Northwest Division with Clarity Capital Partners.

Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016.  That year, she moved back to her home state of Washington to head up our Pacific Northwest office in beautiful downtown Bellevue. 

She graduated from Northwest University with a BA in Organizational Communication. She began her career in the Financial Services industry at the age of 17 and grew in several companies from intern to Operations Manager, eventually gaining her licenses and moving into a Wealth Management role. She has been instrumental to organizing the Clarity offices; ensuring Operations run smoothly so the Planning Team can thrive. In her latest role, she has taken initiative to grow a new office for the Clarity team from the ground up: getting the Clarity message to the Pacific Northwest community.

She lives her life with truth, determination, and integrity; always desiring to be transparent with those she’s with. She enjoys working with Entrepreneurial Women to help them with their Financial Goals both professionally and personally. She is passionate about bringing light to one of the most intimate of human subjects: our finances. 

Brittany is involved with Compassion International and has two “adopted” children she supports in Bolivia and Uganda. She is the Membership Chair of the Women Business Owners Group of Greater Seattle, the Membership Chair of the Woodinville Rotary, a member of GEN-NEXT Seattle, and is a member of ACG Seattle’s Y20 group. 

Outside of Clarity, Brittany enjoys cooking, entertaining, yoga, Orangetheory Fitness, traveling, and working on her family fixer upper. She resides in Woodinville, WA with her husband, Zach.

Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited.

 

Bio

Olivio Gomez

Vice President, Investment Advisory Services

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Olivio Gomez

Olivio Gomez serves as Vice-President of Clarity Capital Partners. He has approximately 20 years of finance experience, which includes over ten years in the financial services industry.  Before joining Clarity Capital Partners in 2013, he was the Director of Wealth Management at Sagent Wealth Management in Newport Beach where he provided affluent investors with wealth planning and investment management services. Through his deep understanding of 401k, profit sharing and defined benefit plans, Olivio has also helped numerous business owners optimize the benefits associated with their corporate retirement plans. Before working at Sagent Wealth Management, Olivio was a Financial Advisor at Edward Jones Investments for four years, where he opened and managed the Ladera Ranch office.  Prior to working at Edward Jones Investments, Olivio held several 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, having been awarded the Dean Fellowship Award in 2001.

Olivio is a member of the UCLA and UC Berkeley Orange County Alumni Chapters, and has been associated with the National Society of Hispanic MBA’s (NSHMBA) for over 10 years.

Olivio is originally from San Francisco, but currently resides in Trabuco Canyon with his wife Monica and their daughter Emma. During his free time, Olivio enjoys spending time with his family and coaching his daughter’s AYSO soccer team. Olivio is also an avid fan of college football, making frequent road trips to Memorial Stadium at UC Berkeley to watch his beloved Golden Bears.

Olivio is licensed in investment advisory with Series 66 and is an investment advisor representative with Clarity Capital Partners. Olivio is also a registered representative (Series 7) with Niagara International Capital Limited.

Bio

Shawne Malone

Vice President, Investment Advisory Services

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Shawne Malone

Shawne serves as a Vice President with Clarity Capital Partners.

Shawne has approximately 16 years experience in the finance world. He started his Wall Street career as an Analyst/Junior Trader for a Philadelphia based hedge fund where he was assigned to the convertible bond trading desk.  After this, he worked at the NYMEX on the oil and natural gas options/futures team. He continued his career serving on the trading floor for TD Options, LLC on the American Stock Exchange.

In 2004, Shawne started working with and advising start-up firms on a consulting basis as well as serving on the board of several companies.  He worked with companies that operated in industries such as oil and natural gas, E & P, international brokerage, polymer chemistry as well as ecommerce. He even started an oil and gas drilling fund.  Also, during this time, he served as a financial advisor with Merrill Lynch.

Mr. Malone is able to draw on a vast reservoir of knowledge from his tenure investing on Wall Street and a life-long focus on strategic financial analysis and planning to provide a holistic approach to help his clients achieve their financial goals. Shawne develops a comprehensive plan for both individuals and corporations that are uniquely tailored to their specific needs, both personally and professionally.

Shawne served in the United States Marine Corps, spending two years at the Marine Barracks, Japan. He was then assigned to Charlie Company, 1st Battalion, 9th Marines.  He then returned to active duty to  serve in the Marines during Desert Storm.

Mr. Malone graduated from Pennsylvania State University in 1997 with a BS in finance and international business and attended the Royal Melbourne Institute of Technology in Melbourne, Australia.

Shawne is the proud father of twins, Ava and Jonas, and currently resides in Huntington Beach, California enjoying outside activities with his family.

Shawne has his Series 66 license and is an investment advisor representative with Clarity Capital Partners. Shawne is also a registered representative with Niagara International Capital Limited, having passed his Series 7 license. 

Bio

Contact Us

Questions? We are here to help. We would love the opportunity to become your Trusted Advisor.

Phone: (800) 805-7526

Email: info@claritycapitalllc.com

5000 Birch Street, East Tower, Suite 100, Newport Beach, CA 92660

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  • Legal, privacy, copyright and trademark information

Investment advisory services offered through GR Capital Asset Management DBA Clarity Capital Partners LLC, a registered investment advisor. Securities offered through Niagara International Capital Limited, member of FINRA/SIPC.  GR Capital Asset Management and Clarity Capital Partners LLC are not affiliated with Niagara International Capital Limited.

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.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

For more information on GR-CAM DBA 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.

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