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

Todd A. Rustman, CFA,CFP®,CLU,CWPP

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GR Capital Asset Mgmt, LLC

5000 Birch St

Ste 4700

Newport Beach, CA 92660-2187

Phone: (800) 805-7526

Fax: (800) 782-3069

Saved in Saved Planners

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

Combination Fee/Commission

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

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