Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

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
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
What is you level of financial independence. What you need to know to have financial freedom and retire early.
Donald Trump turned a billion dollar loss into a way to pay no income taxes for years. Financial Planner LA discusses in this video for Nightline with Nick Watt.
This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom. Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.
Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares what you need to know.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today. In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy …
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 …
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