• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

    In The News:
    Share This:

    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

     

    Financial Planner LA » Recent Articles

    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.

    VIEW ARTICLE
    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.

    VIEW ARTICLE
    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.

    VIEW ARTICLE
    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.

    VIEW ARTICLE

    View More Financial Planning Articles

     

    David Rae In The News

     

    Financial Planner LA » Trending Articles

    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 …

    VIEW ARTICLE
    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

    Spectrum News Tips for Tackling This Tax Season

    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

    VIEW ARTICLE
    Gay Marriage Equality Will Change LGBT Retirement for the Better

    How Love And Marriage Will Change The Perfect LGBT Retirement.

    With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.

    VIEW ARTICLE
    40 Retire a Millionaire Financial Planner LA

    How a 40 Year Old Can Retire a Millionaire via Financial Planner LA

    Retiring a millionaire is really quite simple but it’s not easy.  Otherwise, we’d see millions of more people accomplishing this feat.  Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.

    VIEW ARTICLE
    Today Show David Rae Financial Planner LA with Jo Ling Kent

    Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae

    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 …

    VIEW ARTICLE
    Fiscally Fit Assetts

    Fiscally Fit: Barry’s Bootcamp Way

    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.

    VIEW ARTICLE
    Fiduciary Financial Advice Los Angeles

    Fiduciary Financial Advice Does it Really Matter? + Video

    For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

    VIEW ARTICLE
    Financial Planner LA on spectrum news

    Spectrum News Video- Handling Your Finances During COVID Pandemic

    Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen The impact of the Coronavirus on people’s finances may vary, depending on who you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …

    VIEW ARTICLE

    © 2024 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.