• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 949-852-7818   |
  • 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.

    Get a Free Copy of My Book
    + Monthly Financial Tips

    Yes, sign me up »
    In The News:
    Share This:
     

    Financial Planner LA » Recent Articles

    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 …

    VIEW ARTICLE
    Retirement Account which is best

    What you need to know about Every type of Retirement Account NOW

    “What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends.  I’m going to cover the basics of each type of account to help clear the …

    VIEW ARTICLE
    Fiscally Fabulous Gay Financial Planner

    How to be Fiscally Fabulous the Gay Way?

    We all want to be Fiscally Fabulous, top LGBT Financial Adviser David Rae outlines the top 5 tips to show you HOW TO BE FISCALLY FABULOUS the Gay Way. It’s not just a problem for gay people but when consumerism …

    VIEW ARTICLE
    21000 Dow Jones Financial Plan

    How to Party Dow Like It’s 21000

    Party Dow Like It’s 21000 When it comes to meeting your financial goals, time is money no matter what the economy is up to.   Dow Jones Financial Plan -Up or down Let’s Party!       During last year’s election …

    VIEW ARTICLE
     

    In The News

     

    Financial Planner LA » Trending Articles

    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 …

    VIEW ARTICLE
    50 Facing Retirement

    Going on – Fifty Facing Retirement

    Going on Fifty Facing Retirement.  What should I do now? Where do you go from here? Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points to …

    VIEW ARTICLE

    How Love and Marriage will change LGBT Retirement.

    Love, Marriage and LGBT Retirement.  Marriage Equality isn’t just about a fabulous wedding.  Financial tools are now available to help make LGBT retirement planning a bit easier for all couples in LOVE. LGBT Retirement will be changed by both love …

    VIEW ARTICLE
    rump Tax Plan LA Financial Planner Explains

    Trump Tax Plan and your Wallet Financial Planner LA David Rae

    LA Fiduciary Financial Planner David Rae speaks with NBC News Kim Baldonado to explain what the Trump Tax Plan will mean for your wallet. Included in the Trump Tax Plan are potential changes to tax rates, Social Security, Affordable Care …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE

    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 Trilogy Financial Services 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

    © 2017 Financial Planner Los Angeles

    Disclaimers:

    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 National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and National Planning Corporation are separate and unrelated companies. NPC Privacy Policy