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  • 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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    Financial Planner LA » Recent Articles

    Self employed retirement with a solo 401k

    How to slash your tax bill with a Solo 401(K)

    Saving Solo: 401(k) Retirement Plans for the Self-Employed.  Often called a Solo 401(K) or Individual 401(K) this plan can help you slash your tax bill. Not to menetion stay on track for your retirement goals. What solopreneurs, freelancers and small business …

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    Best Financial Life Planning Los Angeles David Rae

    Live Your Best Life with a little Financial Life Planning Los Angeles

    Live Your Best Life with a little Financial Life Planning – Los Angeles Financial Planner David Rae outlines how. Are you living your best life financially? We all have that friend who while dripping in designer duds never seems to …

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    Tax Planning Questions Los Angeles Financial Planner Answers

    Your Amazing Tax Planning Questions Answered: Ask the Expert LA

    The new GOP Tax Plan is extremely complex.  You could ignore it and get a potentially devastating tax bill when the time comes to file your taxes in 2019.  What I recommend is to be proactive and work with your …

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    Steps to help your financial future

    5 Essential Steps to Help Your Financial Future in 2018

    5 Essential Steps to Help Your Financial Future in 2018 A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous). Make those New Years Resolutions Stick.     …

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    Fiduciary Financial Planner

    Fiduciary Financial Planner- the True Value

    What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking ­– and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …

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    Warren Buffet Sock Market Risk

    What’s the difference between Investment Risk and Market Volatility? VIDEO

    Financial Savvy: Investment Risk vs. Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But …

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    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 …

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    Fiscally Fit Barry's Bootcamp

    Fiscally Fit: Barry’s Bootcamp Way

    Fiscally Fit: Get your Assets in Shape: Barry’s Bootcamp Style. Powering Up Your Money Mojo. What’s good for your bottom is good for your bottom line too. Turns out the pursuit of physical fitness offers up some pretty fine clues …

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    How Much Life Insurance Do I need?

    How much Life Insurance do I need? A DIME’s Worth

    How much Life Insurance do I need?  A DIME’s Worth of Life Insurance Questions Answered by Financial Planner Los Angeles.Take a look at this handy formula for calculating how much life insurance you need to protect your family.   In …

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    Personal Defined Benefit Plan

    Personal Defined Benefit Plan for Small Business Owners Defined

    Is a Personal Defined Benefit Plan your key to catching up for retirement?  How to slash you tax bill with a personal pension. How High Earning Small Business Owners Can Catch Up on Retirement Tax-Deferred Retirement Plan for High-Earning Small …

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    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 – …

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    Stock Market Dream

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.     My stock market dream for you entails: Sadly I know that when a crash happens (you can define a crash for yourself – some people …

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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.

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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.