David Rae is a Certified Financial Planner™ (CFP®) and 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.
David Rae is regular contributor to The Advocate Magazine as well as a designated Financial Planning columnist for Echelon Business Magazine. Check out his column "Be Advised or Beware" . He has also written articles and been featured in many national and local publications including: NBC News, The Today Show, Kiplinger's, Investment News, Fiduciary News, Investopedia, LA Times, Out, CLOUT,Registered Rep, MSN Money, Irvine World News, Instinct Magazine, Genre, Legends, IN Magazine, Frontiers, and Bottom Line and recently Rebound the official of the NBA Retired Players Association.
Above and beyond being a Certified Financial Planner (CFP®), 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. These licenses allow David to use a variety of products as tools to meet your specific financial planning needs. David also has a the support of all the Trilogy resources include experts in Mortgage, Tax and Estate Planning to help you reach all of your financial goals.
David 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, David 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.
-David Rae CFP®
Vice President of Investments
(310) 756 0600 x7301