Dial (323) 905-4380  to reach Los Angeles fiduciary certified financial planner near me serving Los Angeles, Palm Springs, Redondo Beach, Beverly Hills, West Hollywood, Orange County, CA. David Rae of DRM Wealth Management will create a comprehensive financial plan with wealth management strategies. As your fiduciary financial advisor, he continually studies current financial trends to help keep you on track toward your financial goals.

During the coronavirus pandemic, getting the best financial advice is more valuable than ever. David Rae Financial Planner Los Angeles, can help guide you through this challenging time. 

Any assets you currently have should be properly invested to ensure financial security. Hiring an investment management professional able to help you choose the right products for your investment needs will allow you to protect and grow your portfolio. David Rae is the West Hollywood financial planner you should call when you want an investment advisor who keeps up-to-date with all of the markets.

David Rae the Los Angeles Certified Financial Planner will assist you with asset management of existing money as well as help you grow your retirement funds. As your Los Angeles based retirement planner, he will provide an annual portfolio review to make any necessary adjustments to adapt your financial plan to better meet your goals. Everything from estate management and planning to corporate tax planning will be taken care of when you give him a call.

The right choice for a financial planner in W. Hollywood, CA capable of creating wealth for you is David Rae of DRM Wealth Management. He is committed to building each client a secure financial future. Dial (323) 905-4380 to schedule a free consultation today or email Accredited Investment Fiduciary David Rae at david.rae@financialplannerla.com.

 

 

 

Above and beyond being just a financial advisor, David Rae has obtained the Accredited Investment Fiduciary™ as well as the Certified Financial Planner™ designations.  He is also a leading voice to help the LGBT community find financial security. 

David Rae also financially advises clients from the  Torrance, Woodland Hills, West Covina, Irvine, Redondo Beach, Manhattan Beach, Beverly Hills, Santa Monica, Los Angeles, Hollywood, Burbank, Studio City, Sherman Oaks, Palm Springs and other communities.

Check out David Rae's Financial Planner Los Angeles Blog CLICK HERE

 
 
 
 
 
 
 
 
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