• 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

    Value of Financial Advisor

    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.

    VIEW ARTICLE
    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 …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE
    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.

    VIEW ARTICLE

    View More Financial Planning Articles

     

    David Rae In The News

     

    Financial Planner LA » Trending Articles

    Photo Via Got Credit Flick Value of a Vanguard Financial Advisor

    Vanguard and the Value of Personal Financial Advice

    Vanguard attempts to put a Value of Return on Financial Advice.  How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE
    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 …

    VIEW ARTICLE

    2 Billion Dollar Powerball Winner: What Should They Do Now Video

    Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.

    VIEW ARTICLE
    Stock Options Basics Los Angeles

    Stock Options Basics Get the Most From Your Benefits Now

    Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.

    VIEW ARTICLE
    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

    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
    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

    © 2026 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.

    ➤