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    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 …

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    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 …

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    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 …

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    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 …

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    Nene Leakes financial habits

    Are Financial Habits Contagious? CFP LA Weighs In

    Are Financial Habits Contagious? Is Financial Behavior Contagious? Is Money Mojo Contagious? Social contagion is all the news. Studies show that kindness, anger and even obesity are ‘catching’ between friends and associates. Do money matters work the same way? In other …

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    Stock Market Advice Los Angeles

    Stock Market Advice Los Angeles ABC News with David Rae

    Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run up in …

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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 …

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    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 …

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    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 …

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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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    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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    Stock Options Basics

    Stock Options Basics Get the Most from your Benefits Now

    Stock Options Basics. How to minimize you taxes and maximize your benefits. If you have employee stock options (ESO) but have no idea how to handle them, don’t feel bad because even well trained professionals can find them a challenge. …

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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 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.

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