ASSOCIATE FINANCIAL PLANNER
Rustin McManis, CFP® completed his studies at Liberty University’s School of Business in December of 2023, concurrently engaging in their CFP Board registered financial planning program. In addition to his educational experience, Rustin gained part-time employment at Edward Jones in the summer of 2022, which extended throughout his collegiate tenure. During this time, Rustin worked with dozens of financial advisors, supporting their needs and enhancing the Client experience at numerous offices throughout the Bay Area through note-taking, Client correspondence, scheduling meetings, data collection, office organization and maintenance, and event planning. This experience served as a meaningful introduction to financial planning and solidified his aspirations to pursue a career in financial planning post-graduation.
In his spare time, Rustin loves to practice his bass guitar, play basketball, take his dog out on hikes, and is a regular at his local AMC theater. He is a self-proclaimed “cinephile” and finds great joy in engaging in lively discussions about movies with his three older siblings.
Client Focus: Rustin enjoys building connections with his Clients through shared interests and experiences. His greatest satisfaction comes from guiding Clients to overcome financial challenges and attain independence.
Current Update: Rustin has been enjoying time with family and was excited to recently welcome a new niece. At work, he has enjoyed connecting with Clients during annual update meetings and helping them think through goals and planning opportunities for the year. He is also excited to complete the required experience hours for his CFP® certification soon.