About Trilogy Financial Services

 

 

   

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With regional offices from coast to coast,  David Rae CFP® is proud to have been working Financial Professional for over a decade serving the Los Angeles, West Hollywood, Beverly Hills areas as part of Trilogy Financial Services, Inc., a turnkey Financial Planning FIRM, with a vision of helping millions of Americans achieve financial independence.

Founded in 1999 by President Jeff Motske, CFP® and Executive Vice President Kevin MacKintosh, Trilogy has grown every year due to their unsurpassed trust and integrity with their loyal clientele.

Our experienced and forward thinking advisors are kept up to date with the latest financial trends, utilizing state of the art technology so that they can provide every client with major expertise and personalized service and care.

At Trilogy, we believe in comprehensive Wealth Management collaborating with experienced Tax Professionals and Attorneys to assist our clientele design strategies to help them attain their goals, preserve their wealth and then distribute their wealth in the most efficient manner with the least amount of taxes. Bring you Financial Planning, Estate Planning, Protection Planning, and portfolio management together in one place.

We take pride in providing fee-based unbiased, objective guidance, assisting our clients to help them achieve their most worthwhile financial goals, from generation to generation.

For more information about Trilogy Financial Services visit our corporate page at www.trilogyfs.com

 

If you are looking for investing, Tax, Estate, Life Insurance and Financial Planning Advice in the Beverly Hills, Los Angeles, South Bay, Torrance or West Hollywood area, contact David Rae as to how a Trilogy CFP® can help you with your specific Financial Situation.:

-David Rae CFP®

Vice President of Investments

(310) 756 0600 x7301

david.rae@trilogyfs.com

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David Rae CFP® also guides Financial Planning clients in the Trilogy Financial offices located in Woodland Hills, Torrance, West Covina, Irvine, Huntington Beach, and San Diego.

 

David Rae CFP® likes to help people, which is probably the reason he ranks among the most notable financial planners at Trilogy Financial Services. More than merely a top expert in his field with stable of satisfied clients who sing his praises, Mr. Rae enjoys volunteering his time for various nonprofits to help those in need and even pens an advice column to help the public with their finances.  His dedication to helping others recently culminated in his earning the “Advisor With Heart” award from Registered Rep Magazine. 

His unique approach to financial planning takes into account clients’ goals, which include ensuring income for retirement, tax and estate issues, life insurance, portfolio management and business exit strategies.  He likes to take a team approach where clients -- whether they be single, married, business owners, wealthy investors – benefit from his knowledge and experience, but make decisions based on their comfort level.