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. Along the way, we can also help you use tax planning strategies to avoid giving the IRS a huge tip.
David Rae is a Los Angeles based Certified Financial Planner™ (CFP®) as well as an Accredited Investment Fiduciary™ (AIF®). He entered the financial planning industry in January 2003 and quickly established himself as a financial expert to his loyal clientele. David’s hard work and dedication to his clients have helped him develop a successful Financial Planning Practice and become a recognized resource for the media. He has appeared numerous times in the financial media, as well as on local and national television shows. He also writes several regular financial advice columns in The Advocate Magazine, Forbes.com, and Investopedia, as well as the Huffington Post and the Financial Planner LA blog.
David Rae is a leading voice for the financial issues facing the LGBT Community; check out his column How Love and Marriage will change LGBT Retirement. He has also written articles and has been featured in many national and local publications, including The Today Show, Nightline, ABC News, CBS Evening News, Fox Business, KCAL News, KTLA 5, NBC News, The Today Show, E! News, Comedy Central, Kiplinger’s, Investment News, Fiduciary News, LA Times, Out, Investors Business Daily, Men’s Health, and even Vogue.
Above and beyond being a West Hollywood Certified Financial Planner™ (CFP®) and an Accredited Invest Fiduciary™ (AIF®), David also holds the licenses to advise clients about Life Insurance, Health, Disability, and Long Term Care Insurance. David also has a network of experts who specialize in matters such as Mortgages, Tax Planning, and Estate Planning to help you reach all of your financial goals. His primary office is located in West Hollywood, CA, and Palm Springs, but he has clients across the country.
When not helping people make their dreams a reality, Financial Planner David Rae is active with a variety of philanthropic endeavors, including the arts and fighting deadly diseases such as AIDS and Cancer. David is also an avid cyclist and veteran triathlete. He has led a team that has raised over $ 1 million dollars for the Aids/LifeCycle over the past few years.
What to Expect from LA Financial Planner David Rae:
- You First: Your financial independence will be our priority, and we will put this priority ahead of all others.
- Game Plan: Within two weeks of starting and gathering data, David Rae and his team of professionals will write a solid step-by-step financial game plan to help meet your fiscal and personal goals in a timely way.
- Good Timing: We will provide you with an implementation schedule for these recommendations and assure you that every strategy you choose is in place.
- Meeting Up: David Rae will meet with you at least annually to adapt your financial plan to any life, business, or financial changes that have occurred.
- Updates via Newsletter to keep you up to date on Financial News: David Rae and his team of professionals will continually study financial markets in order to provide you with the most substantive and current information available to keep you on track to reach your financial goals and keep your investment working for you as part of your financial plan.
- Team Players: We will coordinate your legal and tax work with your various financial tax and estate planning advisors.
- Referral Partners: We also have a network of financial experts, including CPAs, attorneys, and those who specialize in mortgages, taxes, and estate planning to help you reach your financial goals.
- True Understanding: We are committed to gaining a true understanding of what is most important to you and the people you care most about.
- Answer Time: We are committed to listening to you and answering all of your financial questions.
Contact David Rae, CFP®, AIF® Fiduciary Financial Advisor Los Angeles, to schedule your initial consultation and see if it will be a good fit to begin working toward improving your financial future, and set you on the way to financial freedom with a Financial Plan.