Contact our offices to see how David Rae Certified Financial Planner™, Accredited Investment Fiduciary™ of Los Angeles may be able to help you better reach your personal financial goals.
While I work with a variety of clients throughout California and across the country, the majority live in and around Los Angeles, Beverly Hills, and West Hollywood. With that in mind, I have many of my client meetings in the area.
My primary office is located in West Hollywood, CA but I see clients throughout Southern California and meet virtually with those who live across the country. We are also now providing Financial Planning in Palm Springs.
Due to COVID- all meetings are currently provided virtually.
To further discuss how I can help you reach your specific financial goals, tell me a little bit about your situation and the best time to reach you.
Yours in success,
The Financial Advisor LA
David Rae, CFP®, AIF®
(323) 905-4380
david.rae@financialplannerla.com