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David Rae, Certified Financial Planner™, AIF® and fiscal fitness maestro, making dollars and sense for over a decade.

19191 S Vermont Suite 400
Torrance, CA 90502
Phone:
  • 949-852-7818
Fax:
  • 310-756-0321

David Rae the 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 Financial Planner 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.

I will help you get you 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 financial planning experience. By having one trained professioanal leading your financial planning 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 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 Broadways 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

 

 

LA Financial Planner David has had the pleasure of being an in demand guest on various news shows including KTLA News, Fusion Network KCAL and CBS Evening News. even appearing on Bravo TV.

 

Check out his latest article as Designated Investment and Financial Advice Columnist for The Advocate Magazine and Huffington Post. He is also the primary financial author for the Financial Planner LA BLOG. Check out my "In the News" page for more articles for Financial Planner David Rae.

 

Flipping Out We're Having a Gayby

 

New Modern Retirement Grace and Frankie Style

Are Financial Habits Contagious? Financial Planner LA Weighs In

How to Buy Long Term Care Coverage (INSURANCE)

"No One Will Care for LGBT Boomers But Themselves"

 

 

Michelle Obama with David Rae Financial Expert

 

 

 

 

 

 

 

 

 

 

 

 

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 13 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 on things including your investments, protection, tax and estate planning and to see how I strive to help you reach your financial goals.

Schedule a financial consultation with David Rae

 

 

 

 

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David Rae AIF® CFP®

(949) 852-7818

david.rae@trilogyfs.com

Financial Planner LA Blog

David Rae appears in the media as a financial expert

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.

David Rae CFP LA Twitter

 

. David Rae Facebook Financial Expert

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck