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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 » Recent Articles

    How To Get Out Of A High Fee Annuity?

    You are not stuck with a bad annuity, a fiduciary advisor can help you escape to another investing option to reach financial freedom faster.

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    4 tax planning strategies you need to implement now for your small business

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    How To Take The Stress Out Of Taxes For Business Owners

    Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.”   I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.

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    Can I Afford A House In Los Angeles?

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    David Rae In The News

     

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    Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.

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    Who will care for LGBT Retirees without children? Photo by Elena Saharova on Unsplash

    Who Will Provide Long-Term Care For LGBT Retirees?

    Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.

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    Will Your Gay Friends Make You Poor?

    Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …

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    Fiduciary Financial Advice Los Angeles

    Fiduciary Financial Advice Does it Really Matter? + Video

    For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

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    Apple Stock Options Advice from Financial Planner LA

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    If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses.  Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …

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    2 Billion Dollar Powerball Winner: What Should They Do Now Video

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    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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    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.