Todd Rustman CFA®, CFP®, CLU®, EA
Todd Rustman serves as a Founder and Managing Partner of Clarity Capital Partners.
When you come from a family of teachers, some might consider it fate to end up as a professional financial advisor. Todd Rustman’s career path, however, was not quite that clear-cut as a youngster growing up in Missouri.
Things started to come into focus - quickly - during a summer job working at the school bus company his father owned. His dad handed him a broom and told him to take “the idiot stick” and start sweeping. It didn’t take long for the teenager to understand this was not how he wanted to live his future life.
Fortunately, Todd, a voracious reader, was also an exceptional student. He finished high school by landing a scholarship that took him out west, far from the world of maintenance garages and mechanics. He enrolled at Pepperdine University, graduating in 1992 and later going on to earn an MBA in International Business and Finance from Thunderbird University.
He put that advanced education to good use after college, joining Long-Term Credit Bank of Japan, Ltd. before on moving to the institutional client side with PIMCO and, later, portfolio manager for HNW Private Clients through Mellon Private Asset Management. After four years with Mellon, and a year as vice president with Kayne Anderson Investment Management (prior to its sale), Todd founded Clarity Capital Partners in the fall of 2000.
Influenced by the teachings of readings of investment legends such as Warren Buffett and Charlie Munger, Todd remains true to his Midwest roots by simplifying complex and confusing financial constructs for his clients. His disciplined approach to wealth management aligns strategy with client objectives and timelines. He will reverse engineer desired outcomes, presenting options developed through quantitative data, analytics and related research generated from Clarity Capital’s deep bench of financial advisory partners and resources.
Todd has been named one of Orange Coast magazine's 5-Star Wealth Managers* annually from 2013-2018. His professional certifications include CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner), and CLU® (Chartered Life Underwriter) credentials .
Jackie Robinson once said, “Life is not a spectator sport.” Todd lives by that philosophy, serving as a co-founder of the Levendi Winery as well as maintaining an active role in Southern California civic and business groups. In addition to being a founding Board member of Gen-Next, he serves on the Board of the Gen-Next.
When he’s not inspiring others - or, even better, being inspired by them, Todd enjoys spending time with his family in Nellie Gail Ranch with wife Sherry and their children, Sierra and Cayden.
*For more information on the 5 Star Wealth Manager process, please click HERE.
Kevin DeAllen
Kevin serves as Clarity's Family & Team Leadership Specialist.
If the books Moneyball and Good to Great had a love child, he would be Kevin DeAllen. A natural born contrarian with a passion for data-driven, radical candor and trustworthy high-output. When he discovered these were the same characteristics which drove his boyhood teachers crazy – they became part of the driving force behind his ability to save leaders, organizations, and their businesses from themselves.
Today, Kevin DeAllen and creator of the Complete Behavioral Wealth method, a system which helps families of affinity to use behavioral science to accomplish the non-financial aspects of Complete Family Wealth (taught by legendary wise counselor on family wealth; Mr. DeAllen leverages proprietary, behavioral science technology to create predictive analytics. These are used by leaders to sharpen their intuition for family leadership, properly motivate individuals (especially “Millennials”), save time and reduce stress. Thus, cultivating family cultures rooted in values and thriving on knowing their people at the deepest levels.
He studied business administration at USC Marshall School of Business and Social Entrepreneurialism at Harvard Kennedy School of Government. He is also part of the City National Bank – Black Business Leaders Hall of Fame in Los Angeles. Early in his career as a social entrepreneur at Steadfast Cos, he lead the first team in the US to build learning centers within apartment complexes in disenfranchised areas and also helped to create housing programs for emancipated foster youth. Later he consulted HUD in their National Neighborhood Networks initiative. As a volunteer, he co-founded Rock Harbor Church in Costa Mesa, Teen Leadership Camp for foster kids and he partnered with his wife, to establish scholarships and social programs for AIDS orphans in Namibia, Africa. Most recently, they actively serve and support the Orange County Jewish Community Center (JCC). Currently, he sits on the board of directors for Miracles for Kids and St. Mary’s School.
Family culture, the Millennial workforce, servant leadership, smart hiring and building powerful families are Mr. DeAllen’s passion. He believes part of his professional calling is to help as many people as possible to know their true natural talents (aka: their Superhero traits) and properly unleash those talents to live their dreams- in work and play.
Mr. DeAllen and his wife, Mrs. Kim DeAllen, reside in Southern California with their seven amazing children. Yes, seven! So if you think you have seen a management, leadership or culture situation, try getting two double strollers through Disneyland on the regular.
Brittany Gautreau, CEPA®
Brittany serves as Sr. Vice President of Wealth Management for Clarity Capital Partners.
When asked about her approach to wealth management, she will tell you it’s all about building legacy. Whether it’s an investment portfolio, business plan, retirement, or community service, the long-term perspective is the lens she looks through in making life’s most important decisions. That point-of-view comes from her mom, who taught her that whatever you choose to do at a given moment, you’ll have to face yourself in the mirror at the end of the day and live with the consequences. Hard work is in Brittany’s DNA. It was handed down from her grandfather, whose legacy in the small town of Ferndale, Washington can be seen in all the real estate he owned.
Brittany began her career in the financial services industry with an internship at the age of 17, ultimately advancing her career and becoming an Operations Manager. She graduated from Northwest University with a BA in Organizational Communication. After gaining her insurance license and FINRA registrations, she moved into Wealth Management. She holds the Series 65 registration and is an Investment Advisor Representative with Clarity Capital Partners. She is also a registered representative (Series 7) with American Trust Investment Services, Inc.
Her practice focuses on helping tenacious business owners thrive financially. With her CEPA (Certified Exit Planning Advisor) designation, she guides clients through a value generation process including reviewing their personal values & goals along with their financial needs to give them direction within their business going forward. Many business owners start a business because of a dream they have, but most don't "begin with the end in mind" and the eventual sale or exit from the business isn't a topic of conversation until it's too late. Brittany's goal is to start the exit planning process early so each business owner client can be "exit ready" at any time.
A model for servant-leadership, Brittany gives a portion of her revenues each month to causes that are close to her and her teams heart including: kids in foster care, our neighbors experiencing homelessness, food insecurity, victims of human-trafficking, and Veterans.
Outside of Clarity, Brittany enjoys time with family, cooking, and a myriad of outdoor adventures. She also loves road trip adventures with husband, Zach, and their Goldendoodle, Nutella.
Olivio Gomez MBA
Olivio Gomez serves as Vice President of Clarity Capital Partners.
Over his professional life Olivio Gomez has witnessed many major storms - including several in the financial world. Maybe that’s where he developed the calm and big picture perspective his clients so appreciate.
None of those events were bigger than the Great Recession that began in 2008, just as he embarked on his wealth management career. Conversations with clients quickly pivoted from asset and portfolio allocation to survival strategies. Olivio embraced the challenge, working diligently to help people from all walks of life diversify and protect their investments.
For him, wealth management has always been focused on helping clients understand - rather than worry about - the financial markets. He learned a long time ago that knowledge and a sound plan is what produces lasting peace of mind.
Olivio serves as Vice-President of Clarity Capital Partners. He holds the Series 66 registration and is an investment advisor representative with the firm. He is also a registered representative (Series 7) with American Trust Investment Services, Inc.
Through his deep understanding of 401k, profit sharing and defined benefit plans, Olivio has helped numerous business owners optimize the benefits associated with their corporate retirement plans. Before Clarity, he worked four years as a Financial Advisor at Edward Jones Investments, where he opened and managed the firm’s Ladera Ranch office. Prior to that, he held various finance and managerial positions at large, multi-national companies such as Gap, Home Depot, Universal Studios, and Warner Bros.
Olivio earned his B.S. degree in Finance from the Haas School of Business at UC Berkeley in 1996, and also earned his MBA from the UCLA Anderson School of Management in 2002, after receiving the Dean Fellowship Award in 2001.
Originally from San Francisco, the Northern California native currently resides in Orange County’s picturesque Trabuco Canyon with wife Monica and daughter Emma. During his free time, Olivio enjoys spending time with his family and coaching his daughter’s AYSO soccer team. He is also an avid fan of college football, making frequent road trips to Memorial Stadium at UC Berkeley to watch his beloved Golden Bears.
Terry Thomason
Terry serves as Vice President at Clarity Capital Partners.
For over 14 years, he has delivered great value in developing tailored strategies for clients. As a wealth manager, clients leverage his knowledge and financial planning process to ensure their goals are met in the most efficient manner. By having a broad background with experience in the corporate world, small business ownership, real estate investments, and financial planning with investment strategy, he can help implement custom, tax efficient solutions for your unique situation.
Terry began his career as an Industrial Analyst at the Boeing Company in 1997. In helping friends and family on the evenings and weekends, he realized that that his passion was in financial planning. After 8.5 years in key corporate roles, Terry followed his passion and became as a Financial Advisor in 2006. Clients appreciate the energy, enthusiasm, experience and insights Terry offers. In working with his clients, Terry takes special care to completely understand the unique needs for each person and is able to fully support complex situations.
His desire to remain objective while working closely with clients caused him to join Clarity Capital. As an independent Wealth Manager, Terry is positioned to help business owners, key contributors, and successful savers make the most out of their situation and create a financial future they can be proud of.
Outside of Clarity, Terry is an active husband and father of three boys, He enjoys spending time with family and friends, boating, travel, dirt biking, entrepreneurship, cooking, wine, yard work and his Chocolate Labrador, “Coco”.
He currently holds the series 66 registration as an Investment Advisor Representative with Clarity Capital Partners. He holds his series 7 as a registered representative with American Trust Investment Services, Inc.
Ron Amir, CFP®
Ron Amir serves as Vice President at Clarity Capital Partners. He holds a Series 66 registration and is an investment advisor representative with Clarity. He is also a registered representative (Series 7) with American Trust Investments Services, Inc.
Ron is passionate about helping people find enlightened answers to their financial questions and concerns. For more than 15 years, he has found great fulfillment in empowering and educating clients about financial matters, and providing thoughtful one-on-one guidance that can truly make a difference in their lives.
As a Certified Financial Planner™ professional, Ron believes in ongoing education and is committed to upholding high ethical standards.
Prior to his position with Clarity Capital Partners, he worked as a Financial Advisor for over 3 years at Western International Securities, 9 years with JP Morgan Chase and 2 years with Ameriprise Financial. Ron also worked at Great Western Home Loans as a Mortgage Loan Officer & Manager. His position with Great Western Home Loans was pivotal to the organization expanding their footprint in the state of Nevada.
While attending Cal State Northridge for his Bachelors in Business with a focus on Finance, Ron worked in the Restaurant Industry. During his time in the Restaurant space, he gleaned great knowledge and experience that helped him open his own restaurant at the age of 23.
Hungry for more, Ron continued his education in finance. He completed an MBA degree at Pepperdine University with emphasis in Finance, where he spent time at Oxford University in London. When Ron is not working, he enjoys spending time with his family, playing poker, coaching soccer, and watching sports. He is a huge Dallas Cowboys, Los Angeles Chargers and Los Angeles Lakers fan!
Misty Stoddart
Misty serves as Vice President of Wealth Management for Clarity Capital Partners.
Misty, a Baylor University graduate, brings over two decades of experience in financial lending and wealth planning. After building a successful mortgage practice in Southern California and raising two children, she expanded her journey to Idaho and Montana, gaining a diverse perspective that informs her solutions-driven approach.
As Vice President of Wealth Management at Clarity Capital Partners, Misty specializes in helping clients achieve financial clarity and confidence. She offers personalized strategies such as her Lifestyle Wealth Plan, which helps clients enjoy the rewards of their hard work, and her Retire in Style Investment Strategy, ensuring a fulfilling retirement without compromise. Through her "Did You Know" series of workshops and events, she empowers clients with the knowledge to achieve Financial “W(H)ealth" and build lasting legacies.
Misty’s southern hospitality and warmth foster deep client connections often turning a professional relationship into lifelong friendships. Outside of work, she enjoys traveling, leading music worship at her church, and spending time with her husband, children, and loved ones.
Pete Anderson
Pete serves as Vice President of Wealth Management at Clarity Capital Partners and is Series 65 licensed.
Driven by a lifelong passion for finance and helping others, Pete leverages his ranching roots, math skills, and business education to provide customized wealth management solutions tailored to individual needs. Raised on his family's Montana ranch, Pete learned the values of hard work, integrity, and community. He excelled in math and sports, earning a football scholarship and Bachelor's degree in Business Management from Rocky Mountain College.
Pete spent six years in the financial sector, first with New York Life Insurance and then as an independent agent partnering with healthcare professionals, business owners, farmers and ranchers. Pete also helped design a financial wellness initiative for employer groups during this time. Through this, he gained experience in diagnosing and developing innovative healthcare benefits solutions encompassing coverage, wellness and insurance packages that complement existing plans while adding additional perks and cost-savings. In 2023, he obtained his 65 license and joined Clarity Capital, aligned by a shared commitment to exploring all options to make fully-informed financial decisions.
Blending analytical skills with personable service, Pete builds trustworthy relationships with clients. He creates customized strategies to help them achieve their financial goals across market cycles. Outside of the office, you can find Pete horseback riding on his family ranch or enjoying the outdoors through activities like hunting, fishing and camping.