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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

    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

    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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    Frances Callier Angela V Shelton and David Rae discuss what to do when adult kids still live at home on Me Time With Frangela.

    How to Get Your Adult Children To Move Out – Video Me Time with Frangela

    Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …

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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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    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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    Powerball Tips ABC 7 News David Rae

    Mega Millions Powerball Tips for Lottery Winners! VIDEO ABC 7 News

    I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot.  I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day.  Powerball Tips for any winner.  As …

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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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    Gay Married Couple get a win

    Who Makes the Most Money Straight or Gay Married Couples

    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 …

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    Your Dream LGBT Early Retirement is Waiting

    How the LGBT Community Can Retire Early and Fabulously

    This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom.  Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.

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