The Holistic Financial Planner wth Heart to help you reach your financial goals.
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 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. Check out my "In the News" page for more articles.
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 10 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.
Click here today to sign up for my FREE FINANCIAL NEWSLETTER or to SCHEDULE an INITIAL CONSULTATION.
-David Rae CFP®
Vice President of Investments, Trilogy Financial Services
(310) 756 0600 x7301
While my 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.