David Rae, Certified Financial Planner® Accredited Investment Fiduciary® and fiscal fitness maestro making dollars and sense for more than a decade.

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Address:

529 N Kilkea Dr
Los Angeles, CA 90048

Phone:

(323) 905-4380

Fax/Other:

(888) 419-7646

About David Rae Financial Planner LA

David Rae is the LA CFP®, AIF® to Lead Your Financial Team.

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David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™ and President / Founder of DRM Wealth Management LLC, helps position his clients for prosperity.

“Once you get your financial house in order,” he says, “It’s a lot easier for everything else­–personal life, professional life, family life and recreational life–to fall into place too.”

Working with a wide diversity of clients for well over a decade, he has built a successful career developing comprehensive financial plans to meet life goals, retirement, tax planning, estate issues, portfolio revision, life insurance, portfolio management, business exit strategies and more. While based in Los Angeles, he serves clients across the country. At the same time, he enjoys a solid reputation as a smart, go-to financial guy for both mainstream and LGBT print, broadcast and online media.

Early days

David Rae grew up Irvine, California. His father Mike Rae retired from a career as an NFL quarterback (USC, Raiders, Redskins, Buccaneers) while he was still in elementary school. This gave him a front row seat to retirement planning and money matters early on. His mother, Terri, was something of a financial genius who ran a tight ship, planned carefully, got the most bang for the buck and successfully avoided the financial traps that often snare former athletes and their families.

At the University of Redlands, David majored in Business and Musical Theatre, earning full-ride scholarships in both disciplines. A year studying abroad in Vienna, Austria – in addition to consistent and considerable amounts of world travel that he keeps up to this day – engendered a dimensional world view about peoples and cultures.

Life in finance

Financial planning has proven an excellent fit for it fully engages David’s considerable math, social and communication skills. He began at Trilogy in 2003 as a Financial Advisor and hit the ground running. After completing the CFP’s rigorous two-year preparation program, in 2006 he passed the two-day CFP exam (the financial industry’s equivalent of the bar exam) with flying colors, earning him his professional certification. He achieved his Accredited Investment Fiduciary certification in 2015.

Financial Expert David Rae Los Angeles best financial planner

In addition to building his own business, Financial Planner David Rae has always been active in helping others build their businesses as well. In 2004, he founded the Beverly Hills Breakfast Club chapter of BNI, an international networking group, which has grown today into the largest and wealthiest chapter in Southern California.

“There’s a significant lack of financial literacy in the general population,” David Rae  reports, “Even among those who are very bright. This may be related to being phobic about math since so much about money is really about math too. My function is to translate what may seem to be overwhelming and confusing concepts and programs into something clear, understandable and attainable. Essentially it’s pretty simple. You have a dream or life goal? Great, let’s sit down together, plan a workable strategy on how to finance it and make it a reality.”

Media matters

David Rae has been seen, quoted and published in many national publications including CBS News, NBC News, ABC NewsFox News, KTLA News, MSN Money, Men’s Health, Nightline, NPR, Marketplace, The Today Show, US News & World Report, Yahoo News, KCAL News and 401(K) Specialist Magazine. He blogs weekly on financial issues for The Huffington Post where he is noted for his trenchant observations and spot-on wit. He is also a regular contributor to The Advocate Magazine and Investopedia blogs. David also authors the Financial Planner LA blog.

Personal life

David Rae Financial Planner Aids Life Cycle Finish Line Fundraising David has completed the 545 mile Aids Lifecycle bicycle ride from San Francisco to Los Angeles for seven years in a row becoming not only a top fundraiser personally but heading a team that raised over a million dollars for the organization. A longtime and enthusiastic resident of West Hollywood, he lives with his husband Ryne Meadors and their two chihuahuas.

Contact David Rae, West Hollywood Wealth Manager to see how he can help you reach your specific Financial goals.

While you may think a Financial Planner near me is best we are currently serving clients throughout Southern California and across the globe.

David Rae, CFP® AIF®

President / Founder DRM Wealth Management LLC

1(323) 905-4380

david.rae@financialplannerla.com

2011 Registered Rep Advisor With Heart Awards Winner

Proudly offering Financial Planning near me  for Torrance, West Hollywood, Long Beach, Lakewood, Redondo Beach, Marina Del Rey, Los Angeles, Beverly Hills, Culver City, Palos Vedes, Hermosa Beach, El Segundo, Manhattan Beach and beyond.