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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. More About David Rae

     

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    California Small Business Tax Deductions

    19 Amazing Tax Deductions For California Small Businesses

    California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.

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    Taxes and Tax Planning Los Angeles

    Is Your Financial Advisor Giving You The Best Tax Planning Advice?

    Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.

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    Capital Gains Rates California Yoga Financial Planner LA

    What You Need To Know About California Capital Gains Taxes

    California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.

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    David Rae with Michelle Obama at the White House

    Gay Financial Planner? How To Get The Best LGBT Financial Guidance

    Are you looking to get the absolute best financial advice? Would you better off working with the best gay financial planner? Yes, LGBT financial planning is different, read more to find out how.

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    Financial Planner LA » Trending Articles

    Powerball Tips ABC 7 News David Rae

    Mega Millions Powerball Tips for Lottery Winners! VIDEO ABC 7 News

    I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot.  I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day.  Powerball Tips for any winner.  As …

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    Best Financial Advice from a Real Fiduciary

    Fiduciary Rule For Financial Advisors Changes Comment and VIDEO

    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.

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    Ricn Person Pension Rolls Royce Pink

    How To Get The Huge Tax Savings From The Rich Person’s Pension

    You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.

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    Personal Defined Benefit Plan

    Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes?

    The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.

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    RICH PEOPLE'S ROTH IRA

    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 maybe even a tax break, Cash Value life insurance may be the key to financial …

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    Apple Stock Options Advice from Financial Planner LA

    Apple Stock For Apple Employees: How To Maximize Employee Stock Options

    If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses.  Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …

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    2 Billion Dollar Powerball Winner: What Should They Do Now Video

    Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.

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    Love the Best Gay Financial Planner

    Gays Do it Better – How to Have a Fabulous Financial Planner

    Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom.

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