Company Bios

     Todd Rustman-

      CFA, CFP, CLU

Todd 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 onward to Mellon Private Asset Management as a Portfolio Manager. 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 11th year, it has evolved into a Multi-Family Office (MFO) with a team that has grown to over 15 Financial Advisors and associates. Todd has received his CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), CLU (Chartered Life Underwriter). He also acts as the California Representative for the Asset Protection Society (www.assetprotectionsociety.org).

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, 2010 and 2011.

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 former Political Affairs and Policy Committee Chairman of Gen Next (www.gen-next.org).

  

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

 

Levendi Winery, Settlement Masters and Gen Next are not affiliated with Royal Alliance Associates, Inc.  

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Worth Top Wealth Advisors were selected based on experience, education, certifications, fiduciary status, compliance record, wealth management services, methods of compensation, and scope of current business. This award has been discontinued by Worth. 

  

 

Rajer Choobak 

 RoarrrrrRRrgfgfRajer Choobak- 

SERIES  7 & 66

     CA INSURANCE LIC. 0H42380 

  

Mr. Rajer Choobak is a Wealth Manager at GR Capital Asset Management (GRCAM).  He provides financial planning, investment management, asset protection/preservation, and insurance services for his clients.  Prior to joining GRCAM, he founded and served as President of Choobak Global and Millennium Transportation.  Mr. Choobak began his career at Ernst & Young LLP as an intern and left as Senior Auditor specializing in the Financial Sector.  He later excelled as a Senior Financial Analyst at Walt Disney and Sprint.  He received his BS in accounting from the University of Southern California where he served as an officer for several different organizations in accounting and finance.  Mr. Choobak holds FINRA Series 7 & 66 securities registrations as well as CA and OR Insurance licenses. He is fluent in several languages and has extensive knowledge on emerging global markets.  He is one of the founding members of the Ernst & Young Orange County Alumni Association where he has been a board member for over 15 years. 

Rajer resides in South Orange County with his wife Dawn and their children, Will, Ava, and Connor.

 

The hyperlinks included are provided as a convenience and are for informational purposes only and are not part of Royal Alliance Associates, Inc., The links to outside web sites does not mean that Royal Alliance Associates, Inc., endorses or accepts any responsibility for the content or use of the web site. Royal Alliance Associates, Inc., does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.