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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

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    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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    Financial Planner LA » Trending Articles

    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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    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.   In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy …

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    The Cash Balance Plan the Key to a retirement on the beach

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    Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.

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    How to Build a Million Dollar Net Worth

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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

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