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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

    Value of Financial Advisor

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    Fabulous Millennials its time to get serious about saving for retirement.

    Fabulous Millennials: How Many Millions for Retirement?

    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 …

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    Investing Mistakes to Avoid

    3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!

    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 …

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    What is your level of financial independence? Can you afford to take time off work to do yoga on the beach?

    How to Find Your Financial Independence Level

    What is you level of financial independence. What you need to know to have financial freedom and retire early.

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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    Stock Market Dream

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.  In my humble opinion, there is no better way to build wealth over time than investing in the stock market.  Even just “average” stock market returns …

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    Frances Callier Angela V Shelton and David Rae discuss what to do when adult kids still live at home on Me Time With Frangela.

    How to Get Your Adult Children To Move Out – Video Me Time with Frangela

    Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …

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    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

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    Retirement Grace and Frankie

    The New Fabulous Retirement Grace and Frankie-Style

    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 …

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    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.

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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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    Pat Harvey Jeff Vaughn Financial Planner LA David Rae on the CBS evening news Stock Market Today

    Financial Planner LA: Where Is The Stock Market Heading? VIDEO

    Stock Market Volatility , Global Unrest, Inflation, where is the stock market headxing? Financial Planner LA David Rae is on the CBS evening news with Jeff Vaughn and Pat Harvey

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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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    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.

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