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    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® 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.

    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 interviewee 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 KTLA, CBS and KCAL News broadcasts, as well as appearing on the Bravo TV show “Newlyweds.”

    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



     

     

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    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 National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and National Planning Corporation are separate and unrelated companies. NPC Privacy Policy