David Rae's Financial Planning Services

 

 

 


 

David Rae is a Southern California bases Certified Financial Planner (CFP®) as well as an Accredited Investment Fiduciary (AIF®).    He joined Trilogy Financial Services in January 2003 and was quickly promoted to Vice President of Client Services the following year.  David's hard work and dedication to his clientele has helped him develop a successful Financial Planning Practice, become a recognized resource for the media. He has appeared numerous times in the financial media, as well as local and national television shows. He also writes several regular financial advice columns in the Advocate Magazine, as well as the Huffington Post and the Financial Planner LA BLOG.

David Rae is a leading voice for the  financial issues facing the LGBT Community.  Check out his  column How Love and Marriage will change LGBT Retirement.  .  He has also written articles and been featured in many national and local publications including: CBS Evening News, KCAL News, KTLA 5,  NBC News, The Today Show, Kiplinger's,  Investment News,  Buzz Feed, Fiduciary News,  Investopedia, LA Times, Out, Registered Rep, MSN Money,  Irvine World News, Instinct Magazine, Investors Business Daily, Mens Health,  Legends, Frontiers, and Bottom Line and recently Rebound the official of the NBA Retired Players Association.

Above and beyond being a Certified Financial Planner (CFP®), and an Accredited Invest Fiduciary (AIF®) David also holds the Series 6, 63, 66 and 7 licenses in addition to being licensed to advise clients about Life Insurance, Health, Disability and Long Term Care. David also has a the support of all the vast  Trilogy Financial resources including experts in Mortgage, Tax and Estate Planning experts to help you reach all of your financial goals.


David Rae is a graduate of  the University of Redlands where he obtained degrees in Business and Musical Theater, studying on a full academic scholarship.  While at Redlands David had the opportunity to participate in a variety of activities including serving as a  Student Body Senator, was on the board for the Lecture Series and performed in various recitals and musicals.

When not helping people make their dreams a reality, Financial Planner David Rae is active with a variety of philanthropic endeavors including, the arts and fighting deadly diseases such as AIDS and Cancer.  David is also an avid cyclist, and veteran triathlete.  He has led a team which has raised over $1million dollars for the Aids/LifeCycle over the past few years. 

 

 

 

What to expect from Financial Planner from David Rae: 

Your financial independence will be our priority and we will put this priority ahead of all others.

- David Rae will meet with you  annually to adapt your plan to any life, business or financial changes that have occurred.

-David Rae and his team of professionals will continually study financial markets in order to provide you with the most substantive and current information available to keep you on track to reach your financial goals and keep your investment working for you as part of your financial plan.

 - We will coordinate your legal and tax work among your various  financial tax and estate planning advisors or refer you to attorneys and CPA’s.

-We will develop a comprehensive written financial plan and specific recommendations within two weeks of our data gathering meeting.

 - We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is in place.

- We are committed to gaining a true understanding of what is most important to you, and the people you care most about.

 - We are committed to listening to you and answering all of your financial questions.                                          

Contact David Rae, CFP® to schedule your initial consultation, and see if it will be a good fit to begin working toward improving your financial future, and set you on the way to financial prosperity with a Financial Plan.

949-852-7818

david.rae@trilogyfs.com