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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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    3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!

    Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …

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

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    Best Gay Financial Advisor Near Me

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    How To Open A Sep IRA With Self Employment Income

    You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.

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

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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.

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    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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    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

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