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    About David Rae, Los Angeles Financial Planner

    Financial Planner LA David Rae on the Today Show with Jo Ling Kent Discussing the Citi $330 Million Dollar refund to overcharged customers.

    Financial Planner Los Angeles David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003.

    Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order. Developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community.  While his financial planning practice is based in Los Angeles and Palm Springs, he has clients across the country, and throughout Southern California.

    Financial Expert David Rae on E! News
    Financial Expert David Rae on E! News

    In addition to his regular Financial Planner Los Angeles posts, he also writes regularly for Forbes.com, blogs for The Huffington Post and Investopedia, David Rae is a featured financial columnist for The Advocate magazine as well as an in-demand Financial Expert for quotes and insights ranging from VOGUE to TIME and even things like Money Magazine.

    To engage and intrigue his readers, he frequently references and pop culture to illustrate how money, attitude, and behavior influence each other, whether for good and for ill. David Rae is no stranger in front of the camera either, having been interviewed for numerous segments on Nightline, the Today Show, NBC Nightly News, ABC,  KTLA, CBS NBC, and KCAL News broadcasts, as well as appearing on the Bravo TV show like “Newlyweds” and “Kathy Griffin My Life on the D-List.”

    Investopedia Most Influential Financial Advisors 2017
    Investopedia Top 100 Most Influential Financial Advisors 2017.

    David Rae was named one of the “100 Most Influential Financial Advisors” for 2017 by Investopedia.  Investopedia again named Los Angeles Financial Advisor David Rae as  one of the 100 Financial Advisors in 2018, 2019 and 2020 and 2021.  

    Investopedia Names David Rae one of the top 100 Financial Advisors in American again for 2018

    Aids Life Cycle Team Popular Raised over 1 Million Dollars!
    Aids Life Cycle Team Popular Raised over 1 Million Dollars!

    David Rae & Aids Life Cycle Team Popular Raised Over 1 Million In Charitable Donations

    In 2011, the wealth management trade organization’s Registered Rep magazine honored Los Angeles Wealth Manager 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 and founded 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 lives in West Hollywood with his wonderful husband and their two chihuahuas.

    Investopedia Named David Rae one of the Best Los Angeles Financial Advisors again in 2019

    Financial Planner LA David Rae again named one of the 100 Best Financial Advisors in America by Investopedia in 2020.
    Top Financial Advisor Los Angeles David Rae
    Top Financial Advisor Los Angeles David Rae

    Connect With David Rae, Financial Planner LA

    David Rae, CFP® AIF®

    President / Founder DRM Wealth Management LLC

    1(323) 905-4380


    © 2023 Financial Planner Los Angeles


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