• In The News:
    Share This:

    Click the link above, Enter your email to join Financial Planner LA and join the thousands of people who have downloaded their FREE copy of 10 Big Tips To Get Your Financial House In Order.

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

    Tired of feeling overwhelmed when looking at your investment statements or talking to your “financial advisor”? Getting your financial house in order shouldn’t be a chore you try to avoid at any cost.  We are here to help you feel more confident about your financial future. You deserve the best financial planning advice possible.

    Welcome to my David Rae Financial Planner Los Angeles site. Where you’ll find a wealth of information relevant to forming a financial plan to help you reach your most important investing and financial goals. We are here to help you make smarter financial decisions along the way so you can stay on track for your personal financial and life goals. This process shouldn’t be stressful or overwhelming.

    We are here to help you get your financial house in order, and more importantly, keep it that way.  I strive to offer people like you an independent fiduciary financial planning experience. By having one trained professional leading your financial planning team, and coordinating all the moving parts, I believe your life will be much more enjoyable and simpler. We are here to help explain a wide variety of financial topics. We will use plain language so you understand why you are doing what is necessary to reach your specific goals.  Live for today and plan for tomorrow.

    DAVID RAE, CFP®, AIF® is a Los Angeles financial planner with DRM Wealth Management. A regular contributor to Advocate Magazine, Huffington Post, Investopedia not to mention numerous TV appearances. He helps smart people across the USA get on track for their financial goals. For more information visit his website at www.davidraefp.com

    Financial Planner LA 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.

    Connect With David Rae, Financial Planner LA

    David Rae, CFP® AIF®

    President / Founder DRM Wealth Management LLC

    1(323) 905-4380


    "10 Big Tips to Get Your Financial House in Order Today"

    © Copyright 2019


    Comments 8

    Show Comments

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    © 2019 Financial Planner Los Angeles


    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.