About David Rae, CFP®

 

    The Financial Quarterback to Lead Your Team.

Position yourself for prosperity: Work with someone like David who is an involved and passionate member of the community, and who understands your unique planning needs. 
 

Advising a diverse audience of couples, singles, doctors and small business owners, David Rae enjoys working in a profession where he can use his unique problem solving abilities to help people make their dreams a reality. These comprehensive financial plans may include but are not limited to income for retirement, tax and estate issues, portfolio revision, life insurance, portfolio management and business exit strategies. 


David offers his clients complete financial planning, bringing you everything you need to one place.  After learning about your specific situation, he can help you understand how to approach reaching your important life goals.  He is committed to helping you get your financial house in order, and keeping it that way.
 

His specialized financial planning knowledge is centered most for gay couples, small business owners, and professionals.  His passion for helping people is evident: relationships come first with David, and his clients connect with him easily.  His integrity and devotion to helping you succeed has drawn clients seeking his advice from across the country.

Being active in the greater West Hollywood community, and the experience from working with a diverse group of clients has given David the knowledge to take a proactive approach to keep you abreast of the communities stride towards equal rights.  More importantly how those strides affect you and your individual financial situation.


David majored in business and musical theatre at the University of Redlands, earning scholarships in both disciplines.  A year studying abroad in Europe has helped bring a strong world view to his fee-based financial planning techniques. He enjoys helping his busy clients take the stress out of their financial lives.  As he helps his clients work toward achieving their goals and milestones, he is truly comitted to contributing to their overall happiness.

David has been seen, quoted and published in many national publications.Make sure to read his column for Echelon Business Magazine about various Financial Topics "Be Advised or Beware"

also "Retirement Rollercoaster Ride"

Contact David Rae to see how he can help you reach your specific Financial goals.

 

-David Rae CFP®

Vice President of Investments

(310) 756 0600 x7301

david.rae@trilogyfs.com

 

2011 Registered Rep Advisor With Heart Awards Winner