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Home > Financial Planner Directory > California > Newport Beach > Todd A. Rustman, CFA,CFP®,CLU,CWPP
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Todd A. Rustman, CFA,CFP®,CLU,CWPP

GR Capital Asset Mgmt, LLC

5000 Birch St
Ste 4700
Newport Beach, CA 92660-2187
Phone: (800) 805-7526
Fax: (800) 782-3069

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Household Income Minimum: $0
Investable Asset Minimum: $10,000,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.