Financial Planner Palm Springs David Rae has been helping friends of the LGBT community achieve financial security as a Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003. David is a proud homeowner in both Palm Springs and Los Angeles. We help ensure you have an income you won’t outlive, all while enjoying a Happier, Healthier and Wealthier Retirement.
By David Rae Certified Financial Planner™, Accredited Investment Fiduciary™
Palm Springs 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. As a gay financial planner, he understands the allure of a Palm Springs retirement.
Financial Planner Palm Springs
In addition to his regular Financial Planner Palm Springs 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 Palm Springs Financial Expert for quotes and insights ranging from VOGUE to TIME and even things like Money Magazine.
To engage and intrigue his readers, Palm Springs Financial Planner 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 200 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 Palm Springs Financial Planner David Rae as one of the 100 Financial Advisors in 2017, 2018, 2019, 2020, 2021 and again in 2022. He is honored to be the only Palm Springs Financial Planner to make this list of top Financial Advisors.
DRM Wealth Management is a Palm Springs Gay Owned and Gay Run RIA – Registered Investment advisory – proudly serving the financial planning needs of the Palm Springs Area. You have come to the Best Palm Springs Financial Advisor for your journey to financial freedom and getting more happiness from your wealth building.
An estimated 33-50% of Palm Springs are gay males or other members of the LGBT community
Who Financial Planner Palm Springs 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 Palm Springs 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 Palm Springs Financial Planner 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, 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
Palm Springs Financial Advisor 92262. Palm Springs Financial Advisor 92264. Planning with Pride since 2003. The gay financial planning for you. Fiduciary Financial Planning Palm Springs.
Connect With David Rae, Financial Planner LA
David Rae, CFP® AIF®
President / Founder DRM Wealth Management LLC
1(323) 905-4380
david.rae@financialplannerla.com
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