Skip to main content

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

LA Fiduciary Financial Planner

David Rae Fiduciary Financial Planner Los Angeles

My 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 in your financial corner, you will always experience excellent service while striving for financial freedom.

We are here to help you live a better life now and plan for a happier, healthier, wealthier retirement when the time comes. 

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 of 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, and Personal Pensions, to name a few.

Serving fabulous financial advisor services for clients throughout Southern California and beyond.

David Rae, CFP® AIF®

President / Founder DRM Wealth Management LLC

1(323) 905-4380

[email protected]