Todd Rustman CFA®, CFP®, CLU®

Todd Rustman is the founder and Managing Partner of Clarity Capital Partners, where he brings decades of experience helping clients navigate the complexities of wealth management with clarity and purpose.

Todd earned his undergraduate degree from Pepperdine University in 1992, followed by an MBA in International Business and Finance from Thunderbird University. He began his long-term career with the Long-Term Credit bank of Japan, Ltd., before transitioning to institutional client work with PIMCO. He later managed portfolios for high-net-worth clients at Mellon Private Asset Management. After serving as Vice President with Kayne Anderson Investment Management, Todd founded Clarity Capital Partners in 2000, where he continues to lead with a client-first philosophy rooted in integrity and transparency.

Guided by timeless investment principles of Warren Buffet and Charlie Munger, Todd is known for simplifying complex financial concepts and designing strategies that align with each client’s long-term goals. His methodical approach combines disciplined analytics, extensive research, and clear communication to deliver tailored wealth solutions that foster confidence and understanding.

Todd has been recognized annually since 2013 as one of Orange Coast Magazine’s Five-Star Wealth Managers (2013-2025). He holds professional designations as a Chartered Financial Analyst (CFA®),Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®).

Beyond his advisory work, Todd is the author of the book Memory Royalties, in which he explores the enduring value of meaning life experiences and how they shape one’s legacy. He also serves as a co-founder of Levendi Winery and maintains an active presence in Southern California’s civic and business communities. A founding board member of Gen-Next, Todd also serves on the National Board of Alder.

Inspired by Jackie Robinson’s belief that “life is not a spectator sport,” Todd lives that philosophy daily – engaging with his clients, his community, and his family with enthusiasm and purpose. When he’s not helping others achieve clarity in their financial lives, Todd enjoys traveling and creating lasting memories with family and friends.