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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.

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Financial Advisor Los Angeles

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

During the current bear market, getting the best Los Angeles financial advice is more valuable than ever. David Rae Financial Adviser Los Angeles, can help guide you through these challenging times. 

Any assets you currently have should be properly invested to ensure financial security. Hiring the best investment management professionals able to help you choose the right solutions to your investment needs and financial planning 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 [email protected].



Above and beyond being just a fun 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 Torrance, Woodland Hills, West Covina, Irvine, Redondo Beach, Manhattan Beach, Beverly Hills, Santa Monica, Los Angeles, Hollywood, Burbank, Studio City, Sherman Oaks, Palm Springs Financial Advisor, and other communities.

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