• David Rae Certified Financial Planner®, Accredited Investment Fiduciary® and fiscal fitness maestro, making dollars and sense for the LGBT community and friends for over a decade.

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    How to lower your tax bill tax reform

    How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan

    How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan   As it stands now the proposed GOP tax reforms will take effect in 2018.  Looking ahead this means your year-end tax planning may be more crucial …

    Tax Reform for Californians KTLA video with Financial Planner LA David Rae

    How Bad is the Tax Reform for Californians? Video

    What does the GOP Tax Reform Mean for Californians?  Many will pay much much more!   Update 11/16/2017  – The House just passed a $1.5 trillion tax bill that seems purposely brutal for poor people. 2/3 of these cuts go …

    40 Retire a Millionaire Financial Planner LA

    How a 40 Year Old Can Retire a Millionaire

    You’re 40-Years-Old.  Can you Still Retire a Millionaire? Retiring a millionaire is really quite simple but it’s not easy.  Otherwise, we’d see millions more people accomplishing this feat.  Here is the basic math – to help you see daily, monthly …

    Live Comfortably in Los Angeles

    How much Money to live Comfortably in Los Angeles? True Cost Of Living Los Angeles

    True Cost Of Living Los Angeles The Standard of Moolah in L.A.  We all know the cost of living Los Angeles is HIGH. How much do you really need to afford the cost of living “comfortably” in Los Angeles? What …


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    Can I afford a house in Los Angeles

    Can I afford a House in Los Angeles?

    Can I afford to buy a house in LA?  What Salary to Purchase a Home in LA? It’s no secret that L.A. real estate prices are unreal. How to afford a house in Los Angeles. So how much do you …

    Great Retirement Plan Piggy bank

    10 Great Reasons to Ignore Retirement Planning

    Great Retirement Planning may not be fun, but if you really want to achieve financial independence you can’t ignore it. I would like to share  10 great reasons for you to ignore  great retirement planning. Great Retirement Planning Tips – …

    LGBT Boomers LTC

    Will Anyone Care for LGBT Boomers?

    Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of Long Term Care? More importantly …

    How much for Hamilton Broadway Tickets?

    Hamilton Tickets Broadway? How much would you pay, $42,500?

    Show Me the Hamiltons-  How much would you pay for Hamilton Tickets on Broadway?  Could you imagine spending $42,500 for tickets for anything let alone the phenomenon of Hamilton on Broadway?     Update: Hamilton the Musical is playing at …

    Retirement Grace and Frankie

    New Modern Retirement Grace and Frankie-Style

    Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …

    Gay Married Couple get a win

    Who Makes the Most Money Straight or Gay Married Couples

    Big Payday for Gay Married Couples The Real Money Advantages of  Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay.     We all know the stereotype of the typical gay man …

    Gay Financial Happiness

    10 Tips for Gay Financial Happiness

    Being gay is about who we love and how we live. Let’s make it about how we spend and how we save too.  Gay Financial Happiness is the way to go. The jury is out whether the old saying “Money …


    Rich People ROTH – For those with too much Income.

    Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer. For love or money . . . and a maybe even a tax break, Cash Value life insurance may be the key to …


    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

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    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.