David Rae, Wealth Manager

Specialties

David Rae specializes in comprehensive financial plans to help you make your financial goals a reality. Whether your goal is to make work an option, or just buy a new house, David Rae is the CFP® to help you get on the right path. He will help you put together a Life Plan, to live life to the fullest, and help make your goals and dreams a reality.

David is also a regular guest on KTLA as well as a contributor to the Advocate Magazine.

History

Established in 1999.

For Over a Decade David Rae has been helping people reach their specific financial goals.

Meet the Business Owner

David R.

Business Owner

David Rae offers his clients complete financial planning, bringing you everything you need to one place. After learning about your specific situation, he can help you understand how to approach reaching your important life goals. He is committed to helping you get your financial house in order, and keeping it that way.

His father Mike retired from a career as a NFL Quarterback (USC, Raiders, Redskins, Bucaneers) while David was still in elementary school. This gave David an interesting view of retirement planning. His specialized financial planning knowledge is centered mostly for gay couples, small business owners and professionals. His passion for helping people is evident: relationships come first with David, and his clients connect with him easily. His integrity and devotion to helping you succeed has drawn clients seeking his advice from across the country.