Financial Advisor Los Angeles David Rae has been helping friends of the LGBT community achieve financial security as your goto gay Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003. David is a proud homeowner in both Palm Springs and Los Angeles.

By David Rae Certified Financial Planner™, Accredited Investment Fiduciary™

Los Angeles Financial Advisor David Rae advises his clients and their families on getting their financial houses in order. Developing investment strategies and tax planning strategies to meet their goals and financial planning for their retirement. He has also built a strong reputation as a Palm Springs financial specialist serving the needs of individuals, couples, and business owners in and around the LGBT community.  While he splits his time between Los Angeles and Palm Springs, he has clients across the country, and throughout Southern California.

Financial Advisor Los Angeles

In addition to his regular Financial Planner Los Angeles blog posts, he also writes regularly for Forbes.com, and blogs for The Huffington Post and Investopedia, David Rae is a featured financial columnist for The Advocate magazine as well as an in-demand West Hollywood Financial Expert for quotes and insights ranging from VOGUE to TIME and even things like Money Magazine.

To engage and intrigue his readers, Los Angeles Financial Advisor David Rae frequently references pop culture to illustrate how money, attitude, and behavior influence each other, whether for good or for ill. David Rae is no stranger in front of the camera either, having been interviewed for over 150 TV segments on Nightline, the Today Show, NBC Nightly News, ABC,  KTLA, CBS NBC, and KCAL News broadcasts, as well as appearing on Bravo TV shows like “Newlyweds” and “Kathy Griffin My Life on the D-List.”

David Rae was named one of the “100 Top Financial Advisors” for 2017 by Investopedia.  Investopedia again named Los Angeles Financial Advisor David Rae as one of the 100 Financial Advisors in 2017, 2018, 2019 and 2020, 2021 and again in 2022.  He is honored to be the only Los Angeles Financial Advisor to make this list of top Financial Advisors for each of the past six years.

DRM Wealth Management is a Los Angeles Gay Owned and Gay Run RIA – Registered Investment advisory – proudly serving the financial advisor needs of the Greater Los Angeles Area not to mention Palm Springs. You have come to the Best Los Angeles Financial Advisor for your journey to financial freedom and getting more happiness from your wealth building.

Who Financial Advisor Los Angeles Works With

We strive to bring you massive value from working with us. This may include increased financial security, reduced financial stress, growing your net worth over time as well as minimizing your taxes. Here are 4 areas where we excel the most:

–Friends of The LGBT Community in Palm Springs- DRM Wealth Management is a gay-owned Wealth Management Firm. Gay Financial Planning is not a luxury you should go without.

–People Within 15 Years of Retirement (Or Already Retired)– now is the time to get serious about your Los Angeles retirement planning.

–High-Income Palm Springs Business Owner Looking to Pay Fewer Taxes– We use a wide variety of tax-minimizing strategies to help you keep more of your hard-earned money.

–People With Stock Options and Equity Compensation – We love our clients who work at Tesla, Apple, SpaceX, and anywhere else that has equity compensation or stock options.

David Rae & Aids Life Cycle Team Popular Raised Over 1 Million In Charitable Donations

The wealth management trade organization’s Registered Rep magazine honored Los Angeles Financial Advisor David Rae with its  “Adviser with Heart.” Awarded for his inspired work with AIDS/Lifecycle. An avid cyclist himself, he has completed the 545-mile charity bike ride seven times. Additionally, he founded the fundraising machine Team Popular in 2008.  His team has since raised over a million dollars to fight HIV/AIDS.

When not working with clients David enjoys Yoga, working out, walking his two chihuahuas, and spending time with friends.   

David Rae is a graduate of the University of Redlands with a B.A. in Business and Theater. Today, David Rae splits his time between Palm Springs and Los Angeles. He lives with his wonderful husband and their two chihuahuas.

DAVID RAE, CFP®, AIF® is a Palm Springs and Los Angeles Certified Financial Planner™ with DRM Wealth Management, a regular contributor to Advocate Magazine, Huffington Post, Forbes.com and Investopedia not to mention numerous TV appearances on CBS, ABC, NBC, KTLA, KCAL, Good Day LA and even Fox and Friends.  He helps smart people across the USA get on track for their financial goals.  For more information visit his website at www.davidraefp.com

Los Angeles Financial Advisor 90048. West Hollywood Financial Advisor 90069. Planning with Pride since 2003. The gay financial planning for you. Fiduciary Financial Planning Los Angeles.