• 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

    6 Simple Ways to Help Reduce Your Tax Fraud Risk

    Tax time sees too many citizens left vulnerable to identity theft. Don’t be one of them.  Follow these 6 steps to help reduce your risk of being a victim of tax Fraud. Keep reading for 6 Simple Ways to Help Reduce …

    Can you pass the simple Tax Credit vs Tax Deduction Quiz?

    Do you know which is best, Tax Deduction or Tax Credit?

    The Tax Credit vs. Tax Deduction Quiz Tax season is upon us and while you don’t have to master zillions of pages of the US tax code, it does pay to know a few of the basics. Test your knowledge …

    Maximize your tax refund and take a trip

    How to Maximize your Tax Refund – Or just Blow It?

    Maximize your Tax Refund  – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it.   David Rae …

    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, and stay on track for your retirement goals. What solopreneurs, freelancers and small business owners need …


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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 …

    How to Build a Million Dollar Net Worth

    The First Million is the Hardest How to Build A Million Dollar Net Worth

    The First Million is the Hardest How to Build a Seven Figure Net Worth. . . . and other encouraging retirement realities   Some of us are old enough to remember when having a million bucks really made you feel …

    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. …

    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 …

    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 …

    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. …

    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 …


    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 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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