David Rae, Certified Financial Planner, Tax Planning Financial Advisor -

Phone: 39054380.
Website: financialplannerla.com.
Specialties: Financial planner, Service establishment, Estate planning attorney, Financial consultant, Investment service, Stock broker, Tax consultant.
Other points of interest: Identifies as LGBTQ+ owned, Online appointments, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

Location of David Rae, Certified Financial Planner, Tax Planning Financial Advisor

39054380

David Rae, a Certified Financial Planner and Tax Planning Financial Advisor, is a prominent figure in the financial planning industry. With a focus on providing comprehensive financial planning services, David Rae's expertise lies in areas such as estate planning, financial consulting, investment services, stock brokerage, and tax consulting. His firm is located at

and can be reached at Phone: 39054380.

David Rae identifies as LGBTQ+ owned and takes pride in creating an inclusive and welcoming environment for all clients. The firm offers online appointments and recommends making appointments in advance. With a strong reputation and a commitment to serving the LGBTQ+ community, David Rae has received numerous accolades and recognition for his work.

When it comes to client reviews, David Rae's firm has received an impressive 20 reviews on Google My Business, with an average rating of 5/5. This is a testament to the exceptional service and expertise that David Rae provides to his clients.

As a financial planner, David Rae's approach is tailored to each individual client's needs and goals. He works closely with his clients to develop a comprehensive financial plan that takes into account their unique circumstances and financial aspirations. With a focus on tax planning and estate planning, David Rae's firm is well-equipped to help clients protect their assets and maximize their financial potential.

David Rae's expertise as a tax planning financial advisor is particularly noteworthy. He understands the complexities of the tax code and is skilled in developing strategies to minimize tax liabilities for his clients. By working with David Rae, clients can be confident that they are receiving the most informed and up-to-date advice on tax planning matters.

For those seeking a financial planner who is committed to serving the LGBTQ+ community, David Rae's firm is an excellent choice. With a welcoming and inclusive environment, a strong reputation for excellence, and a commitment to providing personalized financial planning services, David Rae's firm stands out as a leader in the industry.

Reviews of David Rae, Certified Financial Planner, Tax Planning Financial Advisor

dan mccaffrey

5/5

I've been working with David for many years. He is professional, personable, a delightful person. I have benefited tremendously from his financial expertise, and have been able to rely on his integrity and client dedication.

I recommend David to absolutely anybody looking for a financial adviser!

Robert Vuoto

5/5

David has been my financial advisor for 14 years and I can't thank him enough for setting me on the road to a very secure financial future. He is very knowledgeable and responsive. Trying to navigate all the different aspects of the financial markets and know what fit my financial needs was too daunting so I turned to David. As the saying goes, "don't try this at home, kids", let a professional do it and David is the one.

Karl Brook

5/5

David Rae is a financial planning powerhouse. He is on the cutting edge of his industry and he keeps himself well-versed on tax planning needs and a wide range of insurance products. Once you have used his financial planning services, you will be in great hands for planning your retirement nest egg. He not only is a great consultant, but he gives you plenty of educated options to choose. He is very personable, a great listener, and does what is in his clients' best interests at all times. Give him a call, you won't regret it!

Steve Stone

5/5

I can't recommend David Rae strongly enough!!! I am a medical provider. I spend my time focusing on how to get the best results for my patients. I can't take time away from my job to check on my investments, how the stock market is doing, or if my portfolio is being handled correctly. David does a way better job than I ever could.

I trust David 1000% and the results speak for themselves. When I am not at work I can breath easy knowing my finances and my retirement are in good hands. That way I can surf and enjoy the time I have off.

David is warm and personable and is a pleasure to talk to. The friends and patients I have referred to David have had the same experience I have and have thanked me profusely for introducing them to him and you will too.

David Rae is a gem!

Sean Blake

5/5

David Rae is by far the best financial planner in Los Angeles. My wife and I have been using him for about 9 years and just feel better knowing that genus there managing our finances

We started with him during the financial crisis and he helped calm our nerves and make smart rational financial decisions which have really paid off !!!

We have since bought a house and added kids into the mix. With David's guidance we didn't go nuts financially and have stayed on track for our goals

We can't say enough about how great David has been for us. We are happy we hired him as our trusted fiduciary financial planner. Plus is fun to brag to our friends when we see him on tv.

maryam atighechi

5/5

David Rae is the only financial planner I will use and as a lawyer I've referred clients to him. He has his clients best interest in mind at all times, is super knowledgeable and so well trusted. I know I'm in good hands and my clients are as well!

Erica Lee

5/5

You may not have financial goals. Or perhaps you have several. In either case, and especially during these pandemic times, it's crucial to shore up and assess your financial portfolio. Most folks don't want to know where their money is going, but that's just plain denial and personal negligence.

I've worked with David Rae for a good decade, and no matter what life throws at me, David's been in my corner, helping me pivot changes, but always keeping me on track with my financial goals. Experienced, knowledgeable, and responsive, I can't recommend David Rae's Financial Planning services enough!

Bolen High

5/5

David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has been for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the “Fun Financial Planner,” and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you’re looking for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David’s company.