With 11 locations and growing, David Rae CFP® is proud to be a Financial Professional 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 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

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