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

LA Fiduciary Financial Planner

David Rae Fiduciary Financial Planner Los AngelesMy goal as a Certified Financial PlannerTM (CFP®) and Accredited Investment Fiduciary (AIF®) is simply to help you achieve your Financial Goals. That means helping my clients like yourself build, protect and distribute their wealth. With me as the quarterback in your financial 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 am active in the fight against life-threatening diseases such as HIV/AIDS and cancer and was vocal during the fight for marriage equality. Not to mention putting my physical fitness to the test in a variety of charity athletic events such as the annual 561-mile AIDS/LifeCycle. Mix this 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.

Serving clients throughout Southern California and beyond

David Rae, CFP® AIF®

President / Founder DRM Wealth Management LLC

1(323) 905-4380

david.rae@financialplannerla.com