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David Rae, Certified Financial Planner® Accredited Investment Fiduciary® and fiscal fitness maestro making dollars and sense for more than a decade.

529 N Kilkea Dr
Los Angeles, CA 90048
Phone:
  • (323) 905-4380
Fax:
  • (888) 419-7646

David Rae the LA Fiduciary Financial Planner with Heart to help you reach your financial goals.

Schedule a Consultation | 1(323) 905-4380

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.  We are here to help you feel more confident about your financial future. You deserve the best financial planning advice possible.

Welcome to my David Rae Fiduciary Financial Planner Los Angeles site, where you’ll find a wealth of information relevant to forming a financial plan to help you reach your most important investing and financial goals. My goal is to help you make smarter financial decisions along the way so you can stay on track for your personal life and financial goals.  From retirement planning to tax planning this process shouldn't be stressful or overwhelming.

I will help you get your financial house in order, and more importantly, keep it that way through good times and bad. I strive to offer people like you an independent fiduciary financial planning experience. By having one trained professional leading your financial planning team, and coordinating all the moving parts, I believe your life will be much more enjoyable and simpler. I will explain things in plain language so you understand why you are doing what is necessary to reach your specific goals.  Live for today and plan for tomorrow. 

I know many people hate thinking about anything financial. I strive to make this boring topic as fun and exciting as humanly possible. Even dragging in pop culture when necessary. Including things like my struggle with getting tickets to Broadway's hottest ticket, Hamilton, starring Lin-Manuel Miranda and Jonathan Groff as the King of England. Published in the Huffington Post read more here:,  or working on my Fiscal Fitness at Barry's Bootcamp hilarity with taxes and Schitts Creek.


David Rae In The News

LA Financial Planner David Rae has had the pleasure of being an in-demand Financial Adviser guest on a wide variety of shows including: The Today Show, NBC Nightly News with Lester Holt,  CBS Evening and Morning News, Nightline on ABC, KTLA News, NPR's Marketplace, USA TODAY,  VOGUE, KCAL and Fox and Friends.  David also appeared on the Bravo TV show "The Newlyweds" dispensing financial advice and was featured on "Am I Doing This Right" with Buzzfeed celeb Kelsey Darragh.  He is also quoted in the print media sevearl times per month. He also speaks on financial topics across the county thoughout the year. 

 

 

Recent Articles featuring Los Angeles Financial Adviser David Rae

Rae has also written extensively for the Advocate MagazineHuffington Post, and is currently a Forbes.com contributor. He is also the primary financial author for the Financial Planner LA BLOG. 

 

Check out his "In the News" page for more articles for Financial Planner David Rae.

My Stock Market Dream – How to Invest Money Smarter

 

Gays Do it Better – How to Have a Fabulous Financial Planner

 

Personal Defined Benefit Plan for Small Business Owners Defined

 

How the LGBT Community Can Retire Early

 

 

Financial Planning LA with David Rae

In these complicated and difficult times, the value of working with a skilled Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF), like myself, to help you pursue your financial goals is unmeasurable. With me, you will have access to important information to help you properly manage your investments, insurance, tax planning and estate planning thereby helping you reach your financial goals. We will coordinate with your Accountants, Business Managers, CPAs Attorneys to make help you maxmize your money and minimize your taxes.

See what you've been missing and see how my dedication, drive, and integrity, combined with my more than 16 years of LA financial adviser experience, can help you be better positioned for prosperity.

Feel free to contact me if you would like to review your financial situation or get a second opinion.  I will be happy to discuss your investments, protection, tax and estate planning to see how I can help you reach your financial goals.

Proudly Serving clients throughout California and beyond

David Rae, CFP® AIF®

President / Founder DRM Wealth Management LLC

1(323) 905-4380

david.rae@financialplannerla.com

In The News: