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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

    Ricn Person Pension Rolls Royce Pink

    How To Get The Huge Tax Savings From The Rich Person’s Pension

    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.

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    Today Show David Rae Financial Planner LA with Jo Ling Kent

    Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae

    Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …

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    What to do when the stock Market Tumbles Financial Planner David Rae on the ABC Evening News with Miriam Hernandez

    ABC Video – Stock Market Tumbles What to do Now?

    The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History.  By the time we are posting this, the stock market has jumped back quite a bit.  Hopefully, you …

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    Your Dream LGBT Early Retirement is Waiting

    How the LGBT Community Can Retire Early and Fabulously

    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.

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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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    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? 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 …

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    Live Comfortably in Los Angeles

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    California Small Business Tax Deductions

    20 Amazing Tax Deductions For California Small Businesses

    California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.

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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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