SOURCE: NEXT Financial Group

NEXT Financial Group

June 29, 2010 08:00 ET

Todd A. Rustman of GR Capital Asset Management Receives Crescendo's FIVE STAR Wealth Manager Award

GR Capital Asset Management, LLC Is Proud to Announce That Todd A. Rustman, CFP®, CFA®, CLU®, CWPP Has Been Named a FIVE STAR Wealth Manager by Crescendo Business Services for 2010

NEWPORT BEACH, CA--(Marketwire - June 29, 2010) - Todd Rustman, a registered representative with NEXT Financial Group, Inc., member FINRA/SIPC, and president of GRCAM, has been selected to receive Crescendo's elite FIVE STAR Wealth Manager Award for 2010. Todd is one of only 7 percent of professionals in the industry recognized with this high honor and he is receiving it for the second year in a row. Todd has been in the financial industry for over 16 years and specializes in planning, investment advisory, money management and asset protection services.

"Todd's expertise is evident from his hard work, professionalism and integrity. We congratulate him on his immense success," said Kimberly A. Branch, CFP®, CLTC president of 4WARD Financial Marketing, a wholly owned subsidiary company of NEXT Financial Holdings, Inc.

Todd has CFP, CFA, CLU and CWPP certifications, as well as his pilot and real estate licenses. He is a co-founder of several companies, sits on the board of Gen-Next, and is the California representative for the Asset Protection Society. Todd has also been named a top wealth advisor nationally in Worth Magazine in 2007 and 2008. Todd's hobbies are learning, travelling, all sports, wine and picking his battles. He never leaves home without his BlackBerry and Kindle.

The FIVE STAR award is the only one of its kind that incorporates both client and industry professional evaluations. According to www.fivestarprofessional.com, The FIVE STAR Award is surveyed by Crescendo, an independent third party, to help assist consumers in selecting wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale services, quality of recommendations and overall satisfaction. The survey, conducted by phone and mail, is sent to over 80,000 high net-worth households and an additional 4,350 surveys are sent to financial services industry professionals. Each wealth manager is then reviewed for any regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finally, it is reviewed by a blue ribbon panel comprised of knowledgeable individuals from within the financial services industry.

Contact Information

  • Todd A. Rustman, CFA®, CFP®, CLU®, CWPP
    President and Wealth Manager
    GR Capital Asset Management, LLC
    660 Newport Center Drive, Suite 770
    Newport Beach, CA 92660
    800-805-7526
    www.gr-cam.com

    Or contact:
    Kimberly A. Branch
    713-333-4899
    kbranch@4wardfm.com