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DRM Wealth Management
While I work with a variety of clients throughout California and across the country, the majority live in and around Los Angeles, Beverly Hills, and West Hollywood. With that in mind, I have many of my client meetings in the area.
My primary office is located in West Hollywood, CA but I see clients throughout Southern California and meet virtually with those who live across the country. We are also now providing Financial Planning in Palm Springs.
Due to COVID- all meetings are currently provided virtually.
Contact our offices to see how David Rae Certified Financial Planner™, Accredited Investment Fiduciary™ of Los Angeles may be able to help you better reach your personal financial goals.
Or if you prefer, join our free monthly newsletter by entering your Name and Email below. To further discuss how I can help you reach your specific financial goals, tell me a little bit about your situation and the best time to reach you.
Yours in success,
The Financial Advisor LA
David Rae, CFP®, AIF®
(323) 905-4380
[email protected]
My primary office is located in West Hollywood, CA but I see clients throughout Southern California and meet virtually with those who live across the country. We are also now providing Financial Planning in Palm Springs.
Due to COVID- all meetings are currently provided virtually.
Contact our offices to see how David Rae Certified Financial Planner™, Accredited Investment Fiduciary™ of Los Angeles may be able to help you better reach your personal financial goals.
Or if you prefer, join our free monthly newsletter by entering your Name and Email below. To further discuss how I can help you reach your specific financial goals, tell me a little bit about your situation and the best time to reach you.
Yours in success,
The Financial Advisor LA
David Rae, CFP®, AIF®
(323) 905-4380
[email protected]