Tired of feeling overwhelmed when looking at your investment statements, or talking to your financial advisor?  Getting your financial house in order shouldn't be a chore you try to avoid at any cost. 

Welcome to my financial planning site, where you’ll find a wealth of information  relevant  to forming a comprehensive financial plan to help you reach your most important investing and financial goals.

I strive to offer people like you a comprehensive financial planning experience. By having one trained professioanal leading your financial team, coordinating all the moving parts, I believe your life will be much more enjoyable, as well as much simpler.  I will explain things in plain language so you understand why you are doing what is necessary to reach your specific goals.

I am proud to announce I have been honored as an "Advisor With Heart" Award from the 31st Annual Registered Rep Altruism Awards. 

Check out my latest article as Designated Investment and Financial Advice Columnist for The Advocate Magazine  and Huffington Post.  Check out my "In the News" page for more articles. 

"Golden Girls Retirement Plan"

Thinking About Retirement Stress You Out? You're Not Alone!

"The Ballers Guide to Choosing a Financial Advisor"

"Safety In Numbers: What You Need to Know About Your Retirement Plan

"The Golden Girls Retirement Plan 2: Oh Rose, Where Did Our (Pension) Funds Go?"

"Working Funds: 3 Ways to Cash in on Life Insurance for Retirement"

"Social Security for Two: What Every LGBT Couple Needs to Know Now"











David recently had the pleasure of  being a regular guest on the KTLA news to share financial tips.


He was also a guest at at Presidential Receptions at the White House, he has the pleasure of shaking Presdent Barack Obama's hand, and had a nice coversation with First Lady Michelle Obama


In these difficult times the value of working with with a skilled Certified Financial Planner (CFP) like myself  to help you pursue your financial goals is unmeasurable.   With the resources I make available to you as my client,  important information to help you properly manage your investments, insurance, tax planning, estate planning to help you reach you financial, goals in one place.

Experience the Difference, see how my dedication, drive, and integrity, and over 11 years of experience can help you be better positioned for prosperity.


Feel free to contact me if you would like to  review your financial situation- including your investments, protection, tax and estate planning and to see how I strive to help you reach your financial goals.






David Rae CFP®

Vice President of Investments, Trilogy Financial Services

(949) 852-7818









While my primary office is conveniently  located in Torrance near the 110 and 405 Freeways, I live in Los Angeles near West Hollywood and offer can planning advice across California, and several other states.