David Rae, Certified Financial Planner Accredited Investment Fiduciary Guiding you to a Happier, Healthier and Wealthier Retirement. David Rae the Los Angeles Financial Planner with Heart to help you reach your financial goals. All while leading to a Happier, Healthier and Wealthier Retirement. 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 Fiduciary 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.
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 Fiduciary 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.
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David Rae, Certified Financial Planner Accredited Investment Fiduciary Guiding you to a Happier, Healthier and Wealthier Retirement.
David Rae, Los Angeles Fiduciary Financial Planner has been seen, quoted, and published in many national publications including The Today Show, CBS News, Nightline, ABC News, NBC News, E! News, Good Day LA, Fox News, KTLA News, USA Today, NBC Nightly News with Lester Holt, Comedy Central, VOGUE, MSN Money, Men's Health, KCAL News, The Today Show, Reuters, NPR, Marketplace, TIME Magazine, US News & World Report, Yahoo News, Fiscal Times, VOGUE and 401(K) Specialist Magazine and many more.
David Rae, Los Angeles Fiduciary Financial Planner has been seen, quoted, and published in many national publications including The Today Show, CBS News, Nightline, ABC News, NBC News, E! News, Good Day LA, Fox News, KTLA News, USA Today, NBC Nightly News with Lester Holt, Comedy Central, VOGUE, MSN Money, Men's Health, KCAL News, The Today Show, Reuters, NPR, Marketplace, TIME Magazine, US News & World Report, Yahoo News, Fiscal Times, VOGUE and 401(K) Specialist Magazine and many more.
David Rae, Certified Financial Planner Accredited Investment Fiduciary Guiding you to a Happier, Healthier and Wealthier Retirement. As your LA Financial Advisor, we are here to help you live a happier, healthier, and wealthier life. We are here to help you take the stress out of making the best financial decisions that will allow you to reach your financial goals faster and easier.
David Rae, Certified Financial Planner Accredited Investment Fiduciary Guiding you to a Happier, Healthier and Wealthier Retirement. The ultimate goal of the best financial planners out there is to offer a massive impact to the amazing people they serve- YOU! The best way for us to do this together is to solve a specific set of problems for specifics groups of people.
Addresses money in and money out. By knowing where your money comes from and where it goes, you can prepare yourself for the critical savings plan you need to reach your goals. Analyzes your current assets and liabilities. Balance sheet management controls and paying down debt and determining what assets you have where.
David Rae, Certified Financial Planner Accredited Investment Fiduciary Guiding you to a Happier, Healthier and Wealthier Retirement. David Rae, Certified Financial Planner, Accredited Investment Fiduciary, and President / Founder of DRM Wealth Management LLC, helping you make smarter financial decisions and positioning yourself for prosperity.
Reviews (14)
Bolen High
Feb 27, 2021
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David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has been for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the “Fun Financial Planner,” and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you’re looking for someone you can talk to and who will listen and give you the
Erica Lee
Nov 30, 2020
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You may not have financial goals. Or perhaps you have several. In either case, and especially during these pandemic times, it's crucial to shore up and assess your financial portfolio. Most folks don't want to know where their money is going, but that's just plain denial and personal negligence.
I've worked with David Rae for a good decade, and no matter what life throws at me, David's been in my corner, helping me pivot changes, but always keeping me on track with my financial goals. Experienced, knowledgeable, and responsive, I can't recommend David Rae's Financial Planning services enough!
I've worked with David Rae for a good decade, and no matter what life throws at me, David's been in my corner, helping me pivot changes, but always keeping me on track with my financial goals. Experienced, knowledgeable, and responsive, I can't recommend David Rae's Financial Planning services enough!
Karl Brook
Oct 01, 2018
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David Rae is a financial planning powerhouse. He is on the cutting edge of his industry and he keeps himself well-versed on tax planning needs and a wide range of insurance products. Once you have used his financial planning services, you will be in great hands for planning your retirement nest egg. He not only is a great consultant, but he gives you plenty of educated options to choose. He is very personable, a great listener, and does what is in his clients' best interests at all times. Give him a call, you won't regret it!
Steve Stone
Jan 20, 2018
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I can't recommend David Rae strongly enough!!! I am a medical provider. I spend my time focusing on how to get the best results for my patients. I can't take time away from my job to check on my investments, how the stock market is doing, or if my portfolio is being handled correctly. David does a way better job than I ever could.
I trust David 1000% and the results speak for themselves. When I am not at work I can breath easy knowing my finances and my retirement are in good hands. That way I can surf and enjoy the time I have off.
David is warm and personable and is a pleasure to talk to. The
I trust David 1000% and the results speak for themselves. When I am not at work I can breath easy knowing my finances and my retirement are in good hands. That way I can surf and enjoy the time I have off.
David is warm and personable and is a pleasure to talk to. The
Anne Block
Oct 18, 2017
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I began working with David over a decade ago. Together we weathered the financial storms of 2008 and my account not only recovered, it thrived. Now, due to the health of my beloved Wendy, I have the necessary funds to take care of her. Thank heavens David was taking care of my portfolio. He's the best!
Leon Yolian
Jul 14, 2017
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I am an Insurance broker and a couple weeks ago I had a chance to speak with David Rae face to face and I found out that he is very knowledgeable, ethical and trustful person when it comes to all complicated financial matters including stuck market. I am recommending David Rae for Individuals and business owners to consult their financial matters in general with him.
Maryam A.
Mar 01, 2017
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Sean Blake
Jan 29, 2017
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David Rae is by far the best financial planner in Los Angeles. My wife and I have been using him for about 9 years and just feel better knowing that genus there managing our finances
We started with him during the financial crisis and he helped calm our nerves and make smart rational financial decisions which have really paid off !!!
We have since bought a house and added kids into the mix. With David's guidance we didn't go nuts financially and have stayed on track for our goals
We can't say enough about how great David has been for us. We are happy we hired him as our trusted fiduciary financial
We started with him during the financial crisis and he helped calm our nerves and make smart rational financial decisions which have really paid off !!!
We have since bought a house and added kids into the mix. With David's guidance we didn't go nuts financially and have stayed on track for our goals
We can't say enough about how great David has been for us. We are happy we hired him as our trusted fiduciary financial
Luke Gibson Photography
Dec 11, 2016
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David helped me put together a financial road map to get on track for my financial goals, including buying my first house, which I'm really looking forward to!
It's great to have a goto person for any financial questions that may come up along the way.
I feel confident David can help get from where I am now to where I want to be .
David is a Fiduciary and a Certified Financial Planner which I keep hearing from people is not always the case.
It's great to have a goto person for any financial questions that may come up along the way.
I feel confident David can help get from where I am now to where I want to be .
David is a Fiduciary and a Certified Financial Planner which I keep hearing from people is not always the case.
Behrouz S.
Feb 27, 2014
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Trusting someone with one's finances is a critical decision. Personally I am very new to the investment world and did my homework before choosing David Rae. He has far exceeded my expectations. He is a gentleman of great wisdom, experience and integrity. I have been extremely satisfied with his level of professionalism and responsiveness. He really took the pain out of finding the right investment venue, and only after weeks of opening my account, my money is working for me. I go to sleep with a calm mind. Now that's invaluable.
Mike S.
Aug 22, 2013
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Ok so David Rae is the best. Not only is he a fabulous financial planner, he is a great person to know. He somehow take finances (which I HATE) and make planning for my future enjoyable.
Just had my annual review, and he helped get me update on all the details of DOMA and how that affected my taxes and financial plan. ON his advice I went back to my CPA and refiled my taxes as married with my partner (now souse), this literally save me over $10,000 in taxes for the past 2 years alone.
Beyond that he has me in what seem like amazing investments to fund my financial plan and keep me on track
Just had my annual review, and he helped get me update on all the details of DOMA and how that affected my taxes and financial plan. ON his advice I went back to my CPA and refiled my taxes as married with my partner (now souse), this literally save me over $10,000 in taxes for the past 2 years alone.
Beyond that he has me in what seem like amazing investments to fund my financial plan and keep me on track
Gabe S.
Oct 29, 2012
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David Rae is my agent at Trilogy and I could not be more pleased and impressed. He is ALWAYS reachable via phone (which is a luxury in today's world) and has been instrumental in creating my "roadmap" to a healthy retirement. During these troubling times, he has also helped ease my anxiety and guided me toward the right investments. Together we have made some sound choices. On a personal level, he is a great friend and charitable by nature, having given so much of his time, money, energy and resources to AIDS LifeCycle. No matter how bad the economy gets, there is always someone
Brian D.
Feb 14, 2012
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I have known David Rae for several years now, and have had an opportunity to see how he helps his clients. I'm very impressed with his personal service, and highly knowledgeable presentation. He explains things, he answers questions, sometimes multiple times, to make sure that his clients UNDERSTAND all of the details. I would feel very comfortable referring to him. Additionally, David is a true philanthropist, giving of his time and dollars to various charitable causes. Overall, an excellent choice to do business with.
Karin P.
Nov 10, 2011
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