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

David Rae's Financial Planning Services

Recent Press

David Rae is a Los Angeles based Certified Financial Planner (CFP®) as well as an Accredited Investment Fiduciary™ (AIF®). He entered the financial planning industry in January 2003 and was quickly established himself as a financial expert to his loyal clientele.  David's hard work and dedication to his clients has helped him develop a successful Financial Planning Practice and 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, Forbes.comInvestopedia, 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 has been featured in many national and local publications including: The Today Show, Nightline, ABC News, CBS Evening News, KCAL News, KTLA 5,  NBC News, The Today Show, Kiplinger's, Investment News, Buzz Feed, Fiduciary News, LA Times, Out, , Investors Business Daily, Men's Health and even Vogue. 

Above and beyond being a West Hollywood Certified Financial Planner™ (CFP®) and an Accredited Invest Fiduciary™ (AIF®), David also holds the licenses to advise clients about Life Insurance, Health, Disability, and Long Term Care Insurance. David also has a network of experts who specialize in matters such as Mortgages, Tax Planning, and Estate Planning to help you reach all of your financial goals. His primary office is located in West Hollywood, CA but he has clients across the country.

 

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 LA Financial Planner David Rae

  • You First: Your financial independence will be our priority and we will put this priority ahead of all others.
  • Game Plan: Within two weeks of starting and gathering data, David Rae and his team of professionals will write a solid step-by-step financial game plan to help meet your fiscal and personal goals in a timely way.
  • Good Timing: We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose is in place.
  • Meeting Up: David Rae will meet with you at least annually to adapt your financial plan to any life, business or financial changes that have occurred.
  • Monthly Updates via Newsletter to keep you up to date on Financial News: 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..
  • Team Players: We will coordinate your legal and tax work with your various financial tax and estate planning advisors.
  • Referral Partners: We also have a network of financial experts including CPAs, attorneys and those who specialize mortgages, taxes and estate planning to help you reach your financial goals.
  • True Understanding: We are committed to gaining a true understanding of what is most important to you and the people you care most about.
  • Answer Time: We are committed to listening to you and answering all of your financial questions.

Contact David Rae, CFP®, AIF®  Fiduciary Financial Advisor Los Angeles 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 freedom with a Financial Plan.

Financial Planner Near me and 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