As Co-Founder and Managing Partner, David Rust is energized by the mission of Quartz Financial. As a comprehensive wealth management firm specializing in sudden wealth, we guide families through some of the most important decisions they will ever make. Many of our clients will need the services of several professionals with specific expertise. We not only function as their specialist in the areas of financial planning, investment management and insurance strategies, but we also coordinate the specialists of the other possible areas they may need help with. We feel so strongly about this that weve written three books on the topics of sudden wealth, Sudden Wealth.It Happens, Sudden Wealth. Blessing or Burden? andSudden WealthThe Workbook and Journal. The three books along with the Sudden Wealth Video Series indicate our commitment to educating the general public on the challenges and myriad of possible solutions to handling sudden wealth situations. We also speak across the country sharing our experience with audiences affected or about to be affected by sudden wealth.
Since 1989 Mr. Rust has held key roles in handling some of the largest client relationships of the firms merged through Texas Commerce Bank, Chase, Bank One and JPMorgan. His background includes experience as a Product Director for New York Life Insurance where he was responsible for training insurance agents and speaking to audiences across a five state area. His extensive background in institutional fixed income strategies, particularly in municipal bonds, has proven to be vital as Quartz manages municipal bond portfolios for their clients. The large firms I worked for instilled a great base of knowledge for me, but I think its obvious to many now that it can be a struggle for advisors at large firms to stay on the same side of the table with their clients because corporate agendas can often create conflicts, said Mr. Rust.
The importance of staying on top of an ever-changing industry is demonstrated by Davids commitment to knowledge through advanced designations and continuing education. A Chartered Financial Consultant, ChFC, he also holds series 7, 63 and 66 securities registrations with LPL Financial, along with Group 1 Life and Variable Contract Insurance License. He is an Accredited Asset Management Specialist, AAMS and a Chartered Retirement Plans Specialist, CRPS. He is a national member of the Financial Planning Association and accepted offers as a Central Texas Five Star Wealth Manager from 2012-2014 by Five Star Professional, a professional research firm.*
A long time Austinite and a graduate of the University of Texas, this former baseball player continues to compete with friends and family on the golf course. He bleeds orange at Longhorn Football, Baseball and Basketball games and is a member of the University of Texas Golf Club. Over his career, Mr. Rust has served on the Boards of Any Baby Can, and Conspirare. He is a co-founder of the G3 Good Guys Group, a group of professionals who are dedicated to paying it forward. He and his wife Cyndee are member of Emmaus Catholic Church. They have one daughter, Kayleigh who is an environmental scientist in Denver, Colorado.
*The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014 Five Star Wealth Managers.