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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

    Tax planning strategies to implement now for your small business

    4 Biggest Tax Strategies Business Owners Need To Know About Now

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

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    Gays Do it Better – How to Have a Fabulous Gay 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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    Mega Backdoor Roth Tax planning strategy

    Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income

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    Transfer California Property Tax Base

    How to Transfer California Property Tax Base from Old Home to New

    One of the biggest advantages of owning a home in California is Proposition 13.  This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …

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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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    Gay Friends Poor - Gay Lifestyle inflation is rampant

    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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    Ricn Person Pension Rolls Royce Pink

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    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.

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    Live Comfortably in Los Angeles

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    Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares what you need to know.

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    Golden Retriever Independent Financial Planner

    Can You Be Too Smart To Be A Great Investor?

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    Pat Harvey Jeff Vaughn Financial Planner LA David Rae on the CBS evening news Stock Market Today

    Financial Planner LA: Where Is The Stock Market Heading? VIDEO

    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

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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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    California Small Business Tax Deductions

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