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    Financial Planner LA, David Rae

    David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae

     

    Financial Planner LA » 19 Amazing Tax Deductions For California Small Businesses

    California Small Business Tax Deductions

    19 Amazing Tax Deductions For California Small Businesses

    California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.

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    Taxes and Tax Planning Los Angeles

    Is Your Financial Advisor Giving You The Best Tax Planning Advice?

    Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.

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    Capital Gains Rates California Yoga Financial Planner LA

    What You Need To Know About California Capital Gains Taxes

    California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.

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    David Rae with Michelle Obama at the White House

    Gay Financial Planner? How To Get The Best LGBT Financial Guidance

    Are you looking to get the absolute best financial advice? Would you better off working with the best gay financial planner? Yes, LGBT financial planning is different, read more to find out how.

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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    What to do when the stock Market Tumbles Financial Planner David Rae on the ABC Evening News with Miriam Hernandez

    ABC Video – Stock Market Tumbles What to do Now?

    The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History.  By the time we are posting this, the stock market has jumped back quite a bit.  Hopefully, you …

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    Last Minute Tax Tips Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11Good Day LA with tax expert David Rae and Araksya Karapetyan and Tony McEwing.

    Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP

    Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.

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    Today Show David Rae Financial Planner LA with Jo Ling Kent

    Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae

    Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …

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    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

    Spectrum News Tips for Tackling This Tax Season

    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

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    Stock Market Dream

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.  In my humble opinion, there is no better way to build wealth over time than investing in the stock market.  Even just “average” stock market returns …

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    Love the Best Gay Financial Planner

    Gays Do it Better – How to Have a Fabulous Financial Planner

    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.

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    Golden Girls Retirement Plan Los Angeles Shots

    Golden Girls Retirement Plan: Part 1

    The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …

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    Can I afford a house in Los Angeles

    Can I Afford A House in Los Angeles?

    Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today.  Record low mortgage rates and the Coronavirus lockdown have made people go crazy for …

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