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Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

  • Shocking Study Reveals 5% Value From Working With A Financial Advisor
    by David Rae on September 15, 2026 at 4:10 pm

    How valuable is a great financial advisor? A new study from Russell Investments puts a number to it. The post Shocking Study Reveals 5% Value From Working With A Financial Advisor appeared first on Financial Planner Los Angeles.

  • 3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!
    by David Rae on July 18, 2026 at 3:06 pm

    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 ... The post 3 Investing Mistakes to Avoid; To Avoid Losing A Bundle! appeared first on Financial Planner Los Angeles.

  • 4 Biggest Tax Strategies Business Owners Need To Know About Now
    by David Rae on June 27, 2026 at 10:18 am

    4 tax planning strategies you need to implement now for your small business The post 4 Biggest Tax Strategies Business Owners Need To Know About Now appeared first on Financial Planner Los Angeles.

  • Gays Do it Better – How to Have a Fabulous Gay Financial Planner
    by David Rae on May 30, 2026 at 11:49 am

    Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom. The post Gays Do it Better – How to Have a Fabulous Gay Financial Planner appeared first on Financial Planner Los Angeles.

  • Tax Season Tips From Financial Expert – Spectrum News Video
    by David Rae on April 10, 2026 at 5:05 pm

    Filing your taxes doesn't have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen. The post Tax Season Tips From Financial Expert – Spectrum News Video appeared first on Financial Planner Los Angeles.

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