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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.

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 David Rae Financial Planner Fiduciary Los Angeles 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. My goal is to help you make smarter financial decisions along the way so you can stay on track for your financial goals. 

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 a comprehensive 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


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:  CBS Evening and Morning News, Nightline on ABC, NBC News,  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.

 

 

 

Recent Articles

Check out his latest article as Designated Investment and Financial Advice Columnist for The Advocate Magazine, Investopedia and The Huffington Post. 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

Why a Gay Financial Planner Just Might Be Best for You

Does It Matter If My Financial Planner Is a Fiduciary? via Huffington Post

Unusual Tax Strategies You Can Do Now to Save on Your Taxes

How the LGBT Community Can Retire Early

 

 

Financial Planning 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.

Experience the difference and see how my dedication, drive, and integrity, combined with my more than 15 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 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.

Serving clients throughout Southern California and beyond

David Rae, CFP® AIF®

President / Founder DRM Wealth Management LLC

1(323) 905-4380

david.rae@financialplannerla.com

In The News: