My goal as a Certified Financial PlannerTM (CFP)® Accredited Investment Fiduciary™ AIF® is simply to help you achieve your Financial Goals faster and easier. That means helping my clients like yourself to build, protect and distribute their wealth. With me as the coach in your financial corner, you will always experience excellent service while striving for financial independence. Making smarter financial decisions along the way makes making other smart financial decisions easier.
I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a fiduciary financial advisor, I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies.
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David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™
West Hollywood Financial Adviser
President / Founder DRM Wealth Management, LLC 323-905-4380
How would your finances hold up if you were the victim of a natural disaster like the California Wildfires? Financial Expert David Rae is in the studio with David One and Coleen Sullivan on the ABC 7 Eyewitness News Los …
Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.
Beyonce Coachella should be epic. Are you going? Who can actually afford to attend this huge music festival every year? Many people are spending thousands if not tens of thousands to attend. Ponder this. Will the single lifestyle paired with …
Financial Expert David Rae sits down will fell Aids Life Cycle Rider to discuss tax saving tips on the CBS Morning News.
The Tax Cuts and Jobs Act (Trump Tax Plan) is bad for Los Angeles and Californians. From the SALT CAP to other tax changes you need to know about and how much in taxes they will cost you.
With the new GOP Tax Plan now in effect for 2018 many people are wondering, “Can I still deduct my home equity line of credit? Should I refinance to make it tax-deductible again?” Or just “How do I know if …
Holiday Shopping Tips Los Angeles to Keep Your Sanity and not break the bank Video CBS News. How to score holiday deals and drink wine Video CBS News Holiday Shopping Tips Los Angeles Shopping Season is stressfulful and YES expensive. …
One of the biggest advantages of owning a home in California is Proposition 13. This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …
Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.
Always Avoid the Alternative Minimum Tax: Financial Advice to Break Part 3 Avoiding the alternative minimum tax (AMT) is usually top-of-mind for individuals who receive valuable stock options from their employers. This is especially true when those individuals own substantial …
Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best …
Good Financial Advice Made to be Broken – Lowering Your Taxes. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best choice are …
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …
Will your friends ever pay you back? Do you pay for things and just hope and pray that your friends will pay you back? Financial Planner LA is here to help. We share some tips with the KTLA Morning news …
Barrys Bootcamp can get your ass in shape, but it may also hold some lessons to get your assets in shape. Financial Planner LA explanins.
Tax Day Tips ABC News with Financial Planner LA Tax Day Tips, and other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appears on the ABC Eyewitness News here in LA with anchors Elex Michaelson and …
Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …
Tax Planning Los Angeles in light of the GOP Tax Bill – CBS News covers what it may mean for you and your finances. With Guest Financial Planner LA David Rae speaking with Jeff Michael and Kara Finnstrom. I was …
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 the …
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.
