Todd Rustman

Todd Rustman

Member Since
2004

 

Todd Rustman is a Founding Board Member of Gen Next. Todd a CFA, CFP®,CLU, CWWP, CAPP and MMB graduated from Thunderbird University with a MBA in International Business 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 4 years with Mellon, and a year as Vice President with Kayne Anderson Investment Management (prior to its sale), Todd started GR Capital Asset Management (GRCAM) (www.gr-cam.com ) in the fall of 2000.

As GRCAM approaches its 9th year, it has evolved into a Multi-Family Office (MFO) with a team that has grown to over 15 Wealth Managers, Wealth Manager Associates and Associates. Todd has received his CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CWWP (Certified Wealth Preservation Planner), CAPP (Certified Asset Protection Planner) and MMB (Master Mortgage Broker). He also acts as the California Representative for the Asset Protection Society (www.assetprotectionsociety.org).

GRCAM has been honored in 2006 as one of the 10 Most Dependable Wealth Managers in Southern California. 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 2009 and 2010. His broker-dealer, Next Financial, has also won Broker-Dealer of the Year Award from Investment Advisor Magazine for 7 out of the last 8 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 also a Co-Founder of the Levendi Winery (www.levendiwinery.com) and the President of Settlement Masters (www.thesettlementmasters.com). He is a Founding Board Member and acting Gen-Equity Chairman of Gen Next (www.gen-next.org).

Todd resides in San Juan Capistrano with his wife Sherry and their children, Sierra and Cayden.