My goal as a Certified Financial PlannerTM (CFP)® Accredited Investment Fiduciary™ AIF® is simply to help you achieve your Financial Goals faster and easier. That means helping my clients like yourself to build, protect and distribute their wealth. With me as the coach in your financial corner, you will always experience excellent service while striving for financial independence. Making smarter financial decisions along the way makes making other smart financial decisions easier.
I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. As a fiduciary financial advisor, I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies.
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David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™
West Hollywood Financial Adviser
President / Founder DRM Wealth Management, LLC 323-905-4380
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
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Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
Financial expert shares tips on Happy Money with Financial Planner LA- what you need for a happier healthier and wealthier life.
6 Ways Paying for Long-Term Care Coverage, and how to get the right Long-Term Care Insurance for you and your family. The topic of Long Term Care coverage is complicated and a not particularly fun one to think about. But …
Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.
Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
6 Reasons to only hire a Fiduciary Financial Adviser. Do you ever ask yourself: Do I need a Fiduciary Financial Adviser? Los Angeles Wealth Manager David Rae shares 6 Signs you may need to hire a Fiduciary Financial Adviser. How …
California is known for being a high tax state. Will your inheritance get with an Estate Tax by California? Financial Planner LA answer your questions.
Palm Springs financial planner for you David Rae offers tax planning, retirement planning and investment planning. He wants your life to be better because he is in it.
Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your home when …
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.
Should you get a new financial advisor when receiving an inheritance? How to get the best tax planning and inheritance planning advice.
Financial Advisor LA on KCAL News VIDEO talking bear market 2022.
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 …
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
