Todd Rustman

About Todd Rustman

As the Managing Partner of Clarity Capital Partners, I have over 30 years of experience in providing holistic, coordinated, and customized wealth management solutions for high-net-worth clients. I hold the prestigious credentials of Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Life Underwriter (CLU), which reflect my commitment to excellence, ethics, and education in the financial industry.My mission is to simplify complex and confusing financial constructs for our clients, by aligning strategy with their objectives and timelines. I leverage quantitative data, analytics, and research from our deep bench of financial advisory partners and resources, to present options that help our clients achieve their desired outcomes. I also apply my expertise in risk/liability management, investment management, and insurance to protect and optimize our clients\' wealth. I am passionate about learning and engaging with the most pressing challenges facing future generations, as a founding board member of Gen-Next, an invitation-only organization of civic-minded leaders (now Alder.co).Investment advisory and financial planning services offered through Summit Financial, LLC,(“Summit”) a SEC-Registered Investment Adviser, doing business as Clarity Capital Partners. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS is not affiliated with Summit nor Clarity Capital Partners. Opinions and comments expressed do not necessarily represent the views of Summit. Neither the author nor Summit are affiliated with LinkedIn, Inc. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice.

Experience

1. Founding Board Member

   Alder

   Jun 2004 — Present

   Gen Next is an invitation-only organization of successful individuals dedicated to learning about and becoming engaged with the most pressing challenges facing future generations — including global security, education reform, and economic opportunity. The collective influence of its national network of civic-minded leaders empowers bold and innovative solutions to these challenges.

Education

• DeSmet Jesuit High School

  General education, Business Administration and Management, General

  1984 — 1988

• Thunderbird School of Global Management

  MBA, International Business, emphasis Finance

  1992 — 1993

• Pepperdine University

  BS, Management

  1988 — 1992

Skills

• Insurance
• Disability Insurance
• Financial Analysis
• Retirement Planning
• Business Strategy
• Equities
• Retirement
• Long Term Care
• Strategic Financial Planning
• Series 7
• Portfolio Management
• Start-Ups
• Mergers & Acquisitions
• Entrepreneurship
• Life Settlements
• Financial Planning
• Finance
• Due Diligence
• Strategic Planning
• Fixed Annuities
• Venture Capital
• Securities
• Public Speaking
• Estate Planning
• Leadership
• Wealth
• Asset Management
• Entrepreneur
• Small Business
• Management
• Long-Term Care
• Alternative Investments
• Investments
• Asset Allocation
• Mutual Funds
• Business
• Risk Management
• Investment Management
• Business Development
• Wealth Management