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  • David Rae Certified Financial Planner®, Accredited Investment Fiduciary® and fiscal fitness maestro, making dollars and sense for the LGBT community and friends for over a decade.

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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

    Hollywood Sign Los Angeles Photo By Sasha Stories

    The 4 Biggest Los Angeles Retirement Challenges

    Are you up for the challenge of saving for a Los Angeles Retirement? Financial Planner LA outlines what you need to know and do.

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    Tax Wizard David Rae with Nick Watt Trump Tax Returns Nightline

    How Donald Trump Lost Billions and Paid No Taxes Nightline Video

    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.

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

    Is the Cash Balance Plan Your Key to Catching Up for Retirement?

    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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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    Gay Friends Poor - Gay Lifestyle inflation is rampant

    Will Your Gay Friends Make You Poor?

    Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …

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    LGBT Boomers LTC

    Will Anyone Care for LGBT Boomers?

    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, …

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    Live Comfortably in Los Angeles

    How much Money to live Comfortably in Los Angeles? True Cost Of Living LA

    True Cost Of Living Los Angeles The Standard of Moolah in L.A.  We all know the cost of living in Los Angeles is HIGH. How much do you really need to afford the cost of living “comfortably” in Los Angeles? …

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    Gay Marriage Equality Will Change LGBT Retirement for the Better

    How Love and Marriage will change the Perfect LGBT Retirement.

    Love, Marriage and LGBT Retirement.  Marriage Equality isn’t just about a fabulous wedding.  Financial tools are now available to help make LGBT retirement planning a bit easier for all couples in LOVE. LGBT Retirement will be changed by both love …

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    Golden Girls Rose Nylund Betty White

    The Golden Girls Rose Fights Back : Retirement Plan Part 2

    The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …

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    Stock Market Advice Los Angeles

    Stock Market Advice Los Angeles ABC News with David Rae

    Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run-up in the …

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    Can I afford a house in Los Angeles

    Can I Afford a House in Los Angeles?

    Can I afford to buy a house in LA?  What Salary to Purchase a Home in LA? It’s no secret that L.A. real estate prices are unreal. How to afford a house in Los Angeles. So how much do you …

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    Warren Buffet Sock Market Risk

    The difference between Investment Risk and Market Volatility

    Financial Savvy: Investment Risk vs. Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But …

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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.