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    Best Palm Springs Financial Planner For You: Video

    Top Financial Advisor Los Angeles David Rae

    Financial Planner Palm Springs David Rae has been helping friends of the LGBT community achieve financial security as a Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003. David is a proud homeowner in both Palm Springs and Los Angeles.

    By David Rae Certified Financial Planner™, Accredited Investment Fiduciary™

    Palm Springs Financial Advisor David Rae advises his clients and their families on getting their financial houses in order. Developing investment strategies and tax planning strategies to meet their goals and financial planning for their retirement. He has also built a strong reputation as a Palm Springs financial specialist serving the needs of individuals, couples, and business owners in and around the LGBT community.  While he splits his time between Los Angeles and Palm Springs, he has clients across the country, and throughout Southern California.

    Financial Planner Palm Springs David Rae on E! News
    Palm Springs Financial Expert David Rae on E! News Palm Desert Finacial Advisor

    Financial Planner Palm Springs

    In addition to his regular Financial Planner Palm Springs blog posts, he also writes regularly for Forbes.com, and blogs for The Huffington Post and Investopedia; David Rae is a featured financial columnist for The Advocate magazine as well as an in-demand Palm Springs Financial Expert for quotes and insights ranging from VOGUE to TIME and even things like Money Magazine.

    To engage and intrigue his readers, Palm Springs Financial Planner David Rae frequently references pop culture to illustrate how money, attitude, and behavior influence each other, whether for good or for ill. David Rae is no stranger in front of the camera either, having been interviewed for over 150 TV segments on Nightline, the Today Show, NBC Nightly News, ABC,  KTLA, CBS NBC, and KCAL News broadcasts, as well as appearing on Bravo TV shows like “Newlyweds” and “Kathy Griffin My Life on the D-List.”

    Investopedia Most Influential Financial Advisors 2017 - Congrats Financial Planner Palm Springs David Rae
    Palm Springs Financial Planner David Rae was named to the Investopedia Top 100 Most Influential Financial Advisors 2017 through 2022. Palm Desert Top Financial Advisor

    David Rae was named one of the “100 Top Financial Advisors” for 2017 by Investopedia.  Investopedia again named Palm Springs Financial Planner David Rae as one of the 100 Financial Advisors in 2017, 2018, 2019 and 2020, 2021 and again in 2022.  He is honored to be the only Palm Springs Financial Planner to make this list of top Financial Advisors.

    Palm Springs Financial Planner David Rae was name Top Financial Advisor in 2018
    Aids Life Cycle Team Popular Raised over 1 Million Dollars!
    David Rae, Palm Springs Financial Planner, was the captain of the Aids Life Cycle Team Popular and Raised over 1 Million Dollars!
    Gay Palm Springs Financial Planner David Rae on the CBS News Talking Stocks and Inflation

    DRM Wealth Management is a Palm Springs Gay Owned and Gay Run RIA – Registered Investment advisory – proudly serving the financial planning needs of the Palm Springs Area. You have come to the Best Palm Springs Financial Advisor for your journey to financial freedom and getting more happiness from your wealth building.

    An estimated 33-50% of Palm Springs are gay males or other members of the LGBT community

    Palm Springs Financial Advisor will make sure you can enjoy all the fun that palm springs has to offer.
    David Rae is the Palm Springs Financial Advisor to make financial planning fun.

    Who Financial Planner Palm Springs Works With

    We strive to bring you massive value from working with us. This may include increased financial security, reduced financial stress, growing your net worth over time as well as minimizing your taxes. Here are 4 areas where we excel the most:

    Friends of The LGBT Community in Palm Springs- DRM Wealth Management is a gay-owned Wealth Management Firm. Gay Financial Planning is not a luxury you should go without.

    People Within 15 Years of Retirement (Or Already Retired)– now is the time to get serious about your Palm Springs retirement planning.

    High-Income Palm Springs Business Owner Looking to Pay Fewer Taxes– We use a wide variety of tax-minimizing strategies to help you keep more of your hard-earned money.

    People With Stock Options and Equity Compensation – We love our clients who work at Tesla, Apple, SpaceX, and anywhere else that has equity compensation or stock options.

    Gop Tax Plan Los Angeles Kara Finnstrom and David Rae Discuss on CBS News LA
    Kara Finnstrom and the Fun Palm Springs Financial Planner David Rae Discuss Wealth Management on CBS News. Palm Desert Financial Advisor

    The wealth management trade organization’s Registered Rep magazine honored Palm Springs Financial Planner David Rae with its  “Adviser with Heart.” Awarded for his inspired work with AIDS/Lifecycle. An avid cyclist himself, he has completed the 545-mile charity bike ride seven times. Additionally, he founded the fundraising machine Team Popular in 2008.  His team has since raised over a million dollars to fight HIV/AIDS.

    When not working with clients, David enjoys Yoga, working out, and spending time with friends.   

    David Rae is a graduate of the University of Redlands with a B.A. in Business and Theater. Today, David Rae splits his time between Palm Springs and Los Angeles. He lives with his wonderful husband and their two chihuahuas.

    Palm Springs Financial Advisor David Rae was name Top Financial Advisor in 2019
    Investopedia Named David Rae one of the Best Palm Springs Financial Planners again in 2019


    Palm Springs Financial Advisor David Rae was name Top Financial Advisor in 2020
    Financial Planner Palm Springs David Rae was again named one of the 100 Best Financial Advisors in Palm Springs by Investopedia in 2020. Top Palm Desert Financial Planner
    Financial Planner Palm Springs David Rae on the Today Show with Jo Ling Kent Discussing the Citi $330 Million Dollar refund to overcharged customers.
    Financial Planner LA David Rae on the Today Show with Jo Ling Kent Discussing the Citi $330 Million Dollar refund to overcharged customers.

    DAVID RAE, CFP®, AIF® is a Palm Springs and Los Angeles Certified Financial Planner™ with DRM Wealth Management, a regular contributor to Advocate Magazine, Huffington Post, Forbes.com and Investopedia, not to mention numerous TV appearances on CBS, ABC, NBC, KTLA,, KCAL, Good Day LA and even Fox and Friends.  He helps smart people across the USA get on track for their financial goals.  For more information, visit his website at www.davidraefp.com

    Palm Springs Financial Advisor 92262. Palm Springs Financial Advisor 92264. Planning with Pride since 2003. The gay financial planning for you. Fiduciary Financial Planning Palm Springs.

    Top Financial Advisor Los Angeles David Rae
    Top Financial Advisor Palm Springs David Rae

    Connect With David Rae, Financial Planner LA

    David Rae, CFP® AIF®

    President / Founder DRM Wealth Management LLC

    1(323) 905-4380

    david.rae@financialplannerla.com

    "Best Palm Springs Financial Planner For You: Video"

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