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    Financial Planner LA, David Rae

    David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae

     

    Financial Planner LA » Recent Articles

    California Small Business Tax Deductions

    19 Amazing Tax Deductions For California Small Businesses

    California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.

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    David Rae with Michelle Obama at the White House

    Gay Financial Planner? How To Get The Best LGBT Financial Guidance

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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    Last Minute Tax Tips Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11Good Day LA with tax expert David Rae and Araksya Karapetyan and Tony McEwing.

    Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP

    Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.

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    Gay Friends Poor - Gay Lifestyle inflation is rampant

    Will Your Gay Friends Make You Poor?

    Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …

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    Personal Defined Benefit Plan

    Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes?

    The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.

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    How to Build a Million Dollar Net Worth

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    Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom.

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    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

    Spectrum News Tips for Tackling This Tax Season

    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

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    Apple Stock Options Advice from Financial Planner LA

    Apple Stock For Apple Employees: How To Maximize Employee Stock Options

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