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