David Rae's Mission Statement
My goal as a Certified Financial PlannerTM (CFP)® is simply to help you achieve your Financial Goals. That means helping my clients like yourself to build, protect and distribute their wealth. With me as the Financial Quarterback in your corner, you will always experience excellent service while striving for financial independence.
I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a financial advisor I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies
Above and beyond just helping you make your dreams a reality, I am an extremely active member in the community. With this in mind I have been vocal in the fight for Marriage Equality, fighting life threatening diseases such as HIV/AIDS and Cancer. Not to mention putting my physical fitness to the test in a variety of charity athletic events such as the annual 561 mile bike ride: Aids Life Cycle. Mix this all in with a few triathlons, and you have me in a nutshell.
It has been a pleasure to provide the LA and LGBT communities with over a decade of Financial Planning Excellence. Experience the difference!
Comprehensive Financial Planning often includes services such as Buy Sell Agreements, Life Insurance, Long Term Care Insurance, 401(K) Rollovers, Profit-Sharing Plans, Roth Conversions, Portfolio Management, Investment Advice, Protection Planning, Key Man Insurance, Personal Pensions to name a few.