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    Financial Planning Articles

     

    You have landed on the Financial Planning Section of the Financial Planner LA Blog.  In this section, you will find articles on a variety of personal finance topics tailored for the people of Los Angeles who need financial planning guidance.

    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.

    Vanguard Financial Advisor David Rae
    David Rae Financial Planner LA on the ABC 7 News with Ellen Leyva and Coleen Sullivan

    Live for Today, Plan For Tomorrow.

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

    West Hollywood Financial Adviser

    President / Founder DRM Wealth Management, LLC 323-905-4380

    Are these “Major Crimes” Killing your Finances?

    Are you committing the following Major Crimes against your finances?  Is Lt. Provenza going to have his day ruined trying to figure out what killed your financial plan?

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    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.

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