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.
Make sure to join our Los Angeles Financial Advisor email list to get the best financial planning articles of the past month sent right to your inbox.
Keep checking back for more post on how you can live your happiest, healthiest and wealthiest life.
David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™
West Hollywood Financial Adviser
President / Founder DRM Wealth Management, LLC 323-905-4380
Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run-up in the …
There are a slew or reason the GOP Tax Reform bill is so unpopular. Most people think their tax bills will actually go up under the new plan, and many of them are right. Check out this video from ABC …
Just how rough is the GOP tax Plan for Los Angeles Homeowners? The Senate just passed its version of the widely unpopular tax reform bill and now the hashtag #TAXBILLSCAM is trending on Twitter. Some of the changes coming in the …
How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan As it stands now the proposed GOP tax reforms will take effect in 2018. Looking ahead this means your year-end tax planning may be more crucial …
Party Dow Like It’s 24000 When it comes to meeting your financial goals, time is money no matter what the economy is up to. Dow Jones Financial Plan -Up or down Let’s Party! Update: Thanks for watching this throwback video, …
Retiring a millionaire is really quite simple but it’s not easy. Otherwise, we’d see millions of more people accomplishing this feat. Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.
Is the GOP Killing 401(K) Tax Deduction? What will this mean for your financial security in retirement? Update 11/2/2017 THE GOP RELEASE THEIR LATEST TAX PROPOSAL WHICH DOES NOT CUT 401(K) CONTRIBUTION- but be aware your taxes may still go …
With a reported 1 in 4 victims of the Las Vegas Massacre lacking health insurance, you may see a slew of GoFundMe pages popping up over the coming weeks. Fiduciary Financial Planner David Rae sits down with the KTLA morning …
How to choose the best small business retirement plan account? The best plan for you will depend on how much you want to save or how much you need to lower your tax bill. Business owners like you are so …
Flipping Out Baby: We’re Havin’ a Gaybie Flipping Out Jeff Lewis is having Baby What happens when finances take a front seat for partners Jeff Lewis and Gage Edwards en route to parenthood on Bravo TV’s reality series Flipping Out? …
When Toilet Paper Is Worth Its Weight in Gold? We rarely, if ever, really think about the cost of toilet paper. But as I learned in Havana Cuba, sometimes it could be priceless. My husband and I had the pleasure of …
Powerball has many people dreaming of how they would spend all the Millions or Billions: Will it really make your lives perfect? Mania has set in around the Powerball Winning Numbers. Just when you thought it was safe to be …
Back to School Tips, cheap and easy ways to pay for college. Fiduciary Financial Planner David Rae is in the studio on the ABC 7 Eyewitness News with Ellen Leyva and Coleen Sullivan. College may seem out of reach for …
Show Me the Hamiltons- How much would you pay for Hamilton Tickets on Broadway? Could you imagine spending $42,500 for tickets for anything let alone the phenomenon of Hamilton on Broadway? Update: Hamilton the Musical is playing at the Pantages …
Odd Mom Out is back and more screwed up than ever Season 3 of the Bravo Series Odd Mom Out opens with a tsunami of financial catastrophes. While the Von Webers aren’t exactly everyday people, we can learn from their …
NASDAQ GLITCH CAUSES INVESTORS STRESS Via LOS ANGELES (CBSLA.com) — Confusion erupted on Wall Street on the evening of Monday, July 3rd. It appeared Amazon’s stock dropped more than $800 in after-hours trading while several others showed dramatic gains or losses. It appears …
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 …
We discuss the book Financial Grownup Guide and Podcast from Bobbi Rebell.
“What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends? I’m going to cover the basics of each type of account to help clear the …
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 …
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.
