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
The Biggest Mistake You Are Making with your 401(k) could cost you over a million dollars. For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
AB 150 allows some California business owners a way around the costly SALT CAP from the Trump tax plan. You need to know about this California Tax Planning Strategy.
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.
Did you know that one in four LGBT adults reported not having enough money to feed themselves in the past year? How does this sync with the image of an LGBT community that is dripping with wealth? And what do …
Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
Stock Market Volatility , Global Unrest, Inflation, where is the stock market headxing? Financial Planner LA David Rae is on the CBS evening news with Jeff Vaughn and Pat Harvey
Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run-up in the …
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …
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.
Big Payday for Gay Married Couples The Real Money Advantages of Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay. Gay Money Matters! We all know the stereotype of the typical gay …
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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