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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

     

    Financial Planner LA » Recent Articles

    California Tax Planning SALT CAP

    California Tax Planning: How To Avoid Overpaying Taxes Via A SALT CAP Strategy

    AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.

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    Best Gay Financial Advisor Near Me

    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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    Harvey Milk At the Chapel West Hollywood - The Myth of Gay Affluence

    Gay Affluence: Not Everyone In The LGBTQ Community Is Fabulously Wealthy

    Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …

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    Who will care for LGBT Retirees without children? Photo by Elena Saharova on Unsplash

    Who Will Provide Long-Term Care For LGBT Retirees?

    Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.

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    Financial Planner LA » Trending Articles

    Golden Girls Retirement Plan Los Angeles Shots

    Golden Girls Retirement Plan: Part 1

    The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …

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    Los Angeles Real Estate Crash ?

    Is The Los Angeles Real Estate Market Heading To A Crash?

    Housing prices in Los Angeles have skyrocked over the past few years. Is the Los Angeles real estate headed fora crash? Financial Planner LA tells you what you need to know.

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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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    Last Minute Tax Tips Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11Good Day LA with tax expert David Rae and Araksya Karapetyan and Tony McEwing.

    Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP

    Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.

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    The Cash Balance Plan the Key to a retirement on the beach

    How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security

    Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.

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    How to Build a Million Dollar Net Worth

    First Million is the Hardest How to Build A Million Dollar Net Worth

    So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.

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    Gay Married Couple get a win

    Who Makes the Most Money Straight or Gay Married Couples

    Big Payday for Gay Married Couples The Real Money Advantages of  Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay. Gay Money Matters! We all know the stereotype of the typical gay …

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    Gay Financial Happiness

    11 Tips For Fabulous Gay Financial Happiness

    Gay Financial Planning is a real thing. At financial planner LA we help you have a happier and wealthier life. Here are 10 tips for Financial and Gay Happiness

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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 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.