Rusty Handler

Vice President | CFO Solutions

Professional background

Rusty Handler is an LPL employee and is part of the CFO Solutions program that supports multiple advisors' businesses. He has assisted his clients in navigating M&A transactions, complex compensation planning, creating succession plans, and creating long-term operational plans. Rusty also utilizes the EOS Model designed to create healthy, thriving practices.

Rusty has over 9 years of experience in the financial services industry, beginning his career at Putnam Investments before coming to LPL Financial. Rusty received his Bachelor of Art’s degree in both Economics and Political Science from the University of Southern California, and his MBA from the Boston College Carroll School of Management. He is FINRA Series 6, 7, 63, and 65 registered through LPL.

Education and licensing

Rusty received his Bachelor of Art’s degree in both Economics and Political Science from the University of Southern California and his MBA from the Boston College Carroll School of Management. He is FINRA Series 6, 7, 63, and 65 registered through LPL.

Personal information

Originally from Los Angeles, California, Rusty now resides in Oceanside, CA with his wife, Megan. While being a die-hard USC football fan takes most of his energy, Rusty is also a fan of the Los Angeles Angels of Anaheim, Los Angeles Lakers, and Oakland Raiders. He enjoys staying active, traveling, keeping up-to-date on the latest trends in technology and business, wine tasting, trying new restaurants, and spending time with his Australian Shepherd, Cooper, and cat, Rowan.

As your CFO, I will partner with you to:

  •  Develop a thorough understanding of your business financials and strategic goals
  •  Provide actionable insights that focus on the growth of your business through data and financial analysis
  •  Provide financial analysis, including business valuation, to help drive decision making
  •  Provide you access to exclusive capital solutions to help facilitate the growth of your business and increase the value
  •  Act as an accountability partner and trusted contact to help you grow your business and improve the overall valuation

About LPL Financial

LPL Financial is the #1 independent broker/dealer.

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