• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • Share This:
     

    About David Rae, Los Angeles Financial Planner

    Rich People's Roth IRA David Rae

    Financial Planner Los Angeles David Rae has been helping people achieve financial security as a  Los Angeles Certified Financial Planner™ and Accredited Investment Fiduciary®  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.

    In addition to his regular Financial Planner Los Angeles post, he also blogs for The Huffington Post, David Rae is a featured financial columnist for The Advocate magazine as well as an in-demand Financial Expert  for quotes and insights. To engage and intrigue his readers, he frequently references both high and pop culture to illustrate how money, attitude and behavior influence each other, whether for good and for ill. David Rae is no stranger in front of the camera either, having been interviewed for numerous segments on ABC,  KTLA, CBS NBC and KCAL News broadcasts, as well as appearing on the Bravo TV show like “Newlyweds” and “Kathy Griffin My Life on the D-List.”

    David Rae was named one of the “100 Most Influential Financial Advisors” for 2017 by Investopedia.

    Investopedia Most Influential Financial Advisors 2017
    Investopedia Most Influential Financial Advisors 2017

    Financial Planning In The News Featuring David Rae

    David Rae & Team Popular Raised Over 1 Million In Charitable Donations

    In 2011, the wealth management trade organization’s Registered Rep magazine honored Los Angeles Wealth Manager David Rae with its  “Adviser with Heart” award for his inspired work with AIDS/Lifecycle. An avid cyclist himself, he has completed the 545 mile charity bike ride seven times and founded Team Popular in 2008 which has thus far raised over a million dollars to fight HIV/AIDS.

    David Rae is a graduate of the University of Redlands with a B.A. in Business and Theater. Today, David Rae lives in West Hollywood with his wonderful husband and their two chihuahuas.

    Los Angeles Financial Planner David Rae on the CBS News



    Contact information for David Rae

    323-905-4380

    david.rae@financialplannerla.com

    Get a Copy of my book
    and Free Financial Tips

     

    © 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 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.