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Phone: 1(323) 905-4380

David Rae CFP®, AIF®

Schedule a Consultation Today

David Rae CFP®, AIF®

David Rae, Certified Financial Planner® Accredited Investment Fiduciary® and fiscal fitness maestro making dollars and sense for more than a decade.

Schedule a Consultation

David Rae the Los Angeles Financial Planner with Heart to help you reach your financial goals. All while leading to a Happier, Healthier and Wealthier Retirement

Schedule a Consultation | 1(323) 905-4380

Are you tired of feeling overwhelmed when looking at your investment statements or talking to your Los Angeles "financial advisor"? Do you feel like you are overpaying your taxes each and every year? Getting your financial house in order shouldn't be a chore you try to avoid at any cost. We are here to help you feel more confident about your financial future. You deserve the best LA financial planning advice possible.

Welcome to my David Rae Fiduciary Financial Planner Los Angeles Financial Advisor and tax planning site, where you'll find a wealth of information relevant to forming a financial plan to help you reach your most important investing, tax planning and financial goals.

My goal as your LA Financial Planner is to help you make smarter financial decisions along the way so you can stay on track for your personal life and financial goals. This process shouldn't be stressful or overwhelming, from retirement planning to expert tax planning. We are here to help you live a better life now, leading to a happier, healthier, and wealthier retirement when the time comes.

I will help you get your financial house in order and, more importantly, keep it that way through good times and bad. I strive to offer people like you an independent fiduciary Los Angeles financial planning experience. Having one trained professional leading your Los Angeles financial advisor team and coordinating all the moving parts, I believe your life will be much more enjoyable and simpler. I will explain things in plain language so you understand why you are doing what is necessary to reach your specific goals. We will help guide you from where you are now to where you want to be in the future. Live for today and plan for tomorrow.

I know many people hate thinking about anything financial. I strive to make this boring topic as fun and exciting as humanly possible. Even dragging in pop culture when necessary.


We are here to help you live a HAPPIER, HEALTHIER, and WEALTHIER LIFE! We are here to help guide you and your finances through the  Coronavirus Pandemic. COVID-19 doesn't have to sicken your finances.

We are proud to announce that Financial Advisor Los Angeles David Rae has been named one of the 100 Financial Advisors In America by Investopedia for the 6th straight year. 






David Rae, Los Angeles Financial Advisor In The News

Top Los Angeles Financial Adviser David Rae has had the pleasure of being an in-demand Financial Adviser LA guest on a wide variety of shows, including The Today Show, NBC Nightly News with Lester Holt, CBS Evening and Morning News, Nightline on ABC, KTLA News, NPR's Marketplace, USA TODAY, VOGUE, KCAL and Fox and Friends. As a Financial Expert, David also appeared on the Bravo TV show "The Newlyweds," dispensing financial advice. He was featured on "Am I Doing This Right" with Buzzfeed celeb Kelsey Darragh and even "Face the Truth" with Vivica A Fox. He is also quoted in the print media several times per month. He also speaks on financial and tax planning topics across the county throughout the year.



Recent Articles featuring Financial Adviser Los Angeles David Rae

LA Financial Planner David Rae has also written extensively for Advocate Magazine and Huffington Post and is currently a contributor focusing on tax planning and financial planning for business owners and personal finance. He is also the primary financial author for the Financial Planner LA BLOG. Writing as a tax strategies expert, California Financial Planner and Palm Springs Financial Advisor. 

From Forbes:

How To Get More Tax Free Income

With The Stock Market At Record Highs, Is Now The Time To  Start Investing More?

Marriage Penalty Can Be Painful For High-Income LGBT Couples Tax Bills


California Tax Planning: How To Avoid Taxes Via A SALT CAP Workaround



Check out his "In the News" page for more articles for Financial Planner David Rae.

How A Cash Balance Plan Can Save Business Owners Save $150,000 In Taxes Per Year Or More




How the LGBT Community Can Achieve Financial Freedom Early



Financial Planning LA with David Rae

In these complicated and difficult times, the value of working with a skilled Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF), like myself, to help you pursue your financial goals is unmeasurable. With me, you will have access to important information to help you properly manage your investments, insurance, tax planning, and estate planning, thereby helping you reach your financial goals. We will coordinate with your Accountants, Business Managers, and CPA or attorneys to help you maximize your money and minimize your taxes over your lifetime.

See what you've been missing and see how my dedication, drive, and integrity, combined with my more than 20 years of LA financial adviser experience, can help you be better positioned for prosperity.

Feel free to contact me if you would like to review your financial situation or get a second opinion. I will be happy to discuss your investments, protection, tax, and estate planning to see how I can help you reach your financial goals.

Proudly Serving Financial Planning clients throughout California and Beyond. We can efficiently work with you virtually to help you reach your most important financial goals.

David Rae, CFP® AIF®

President / Founder DRM Wealth Management LLC

1(323) 905-4380

[email protected]