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CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
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FINANCIAL PLANNER LOS ANGELES

LA Certified Financial Planner® helping friends of the LGBT Community Retire
Happier Healthier and Wealthier

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FINANCIAL PLANNER LA, DAVID RAE

David Rae has been helping people achieve financial security as a Los Angeles
Certified Financial Planner® and Accredited Investment Fiduciary® with DRM
Wealth Management 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 LA, he has
clients across the country, and throughout Southern California. More About David
Rae

 


FINANCIAL PLANNER LA » RECENT ARTICLES


WHAT YOU NEED TO KNOW ABOUT CALIFORNIA CAPITAL GAINS TAXES

Wednesday January 24, 2024

California has some of the highest taxes in the country. Most people have no
idea how california taxes capital gains. What you need to know about your
investment taxes in CA.

VIEW ARTICLE



GAY FINANCIAL PLANNER? HOW TO GET THE BEST LGBT FINANCIAL GUIDANCE

Monday January 22, 2024

Are you looking to get the absolute best financial advice? Would you better off
working with the best gay financial planner? Yes, LGBT financial planning is
different, read more to find out how.

VIEW ARTICLE



WHAT TO NEED KNOW ABOUT THE ROTH SOLO 401(K) IN 2024

Monday January 15, 2024

How to get the most tax benefits from a Roth Solo 401(k) for your small
business. Who doesn’t love tax free income.

VIEW ARTICLE



CALIFORNIA TAX PLANNING: HOW TO AVOID OVERPAYING TAXES VIA A SALT CAP STRATEGY

Friday January 12, 2024

AB 150 allows some California business owners a way around the costly SALT CAP
from the Trump tax plan. You need to know about this California Tax Planning
Strategy.

VIEW ARTICLE


View More Financial Planning Articles

 


DAVID RAE IN THE NEWS


FINANCIAL PLANNER LA TALKS POWERBALL WINNINGS WITH KCAL NEWS

August 17, 2023
VIEW VIDEO



2 BILLION DOLLAR POWERBALL WINNER: WHAT SHOULD THEY DO NOW VIDEO

July 20, 2023
VIEW VIDEO



FINANCIAL ADVISOR LOS ANGELES VIDEO IN-DEPTH ON THE ECONOMY

June 21, 2022
VIEW VIDEO



3 BEAR MARKET COSTLY INVESTING MISTAKES KCAL 9 VIDEO

June 14, 2022
VIEW VIDEO


More In The News

 


FINANCIAL PLANNER LA » TRENDING ARTICLES


SPECTRUM NEWS VIDEO- HANDLING YOUR FINANCES DURING COVID PANDEMIC

Sunday January 17, 2021

Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen
The impact of the Coronavirus on people’s finances may vary, depending on who
you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …

VIEW ARTICLE



WHO MAKES THE MOST MONEY STRAIGHT OR GAY MARRIED COUPLES

Tuesday November 29, 2016

Big Payday for Gay Married Couples The Real Money Advantages of  Gay Married
Couples It’s official, people; same-sex married couples are living proof that it
pays to be gay. Gay Money Matters! We all know the stereotype of the typical gay
…

VIEW ARTICLE



HOW THE CASH BALANCE PENSION HELPS YOU REDUCE YOUR TAXES AND BOOST RETIREMENT
SECURITY

Tuesday January 9, 2024

Looking for more tax deductions to help your business pay fewer taxes? A Cash
Balance Pension Plan may be the keep to keeping more of your hard earned money.

VIEW ARTICLE



FIDUCIARY FINANCIAL ADVICE DOES IT REALLY MATTER? + VIDEO

Sunday May 28, 2017

For Fiduciary Financial Advice, yes it does really matter if your financial
professional is acting as a Fiduciary. Financial advice will be changing with
the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump
has just signed an …

VIEW ARTICLE



VANGUARD AND THE VALUE OF PERSONAL FINANCIAL ADVICE

Saturday August 29, 2020

Vanguard attempts to put a Value of Return on Financial Advice.  How much Is
expert financial advice worth? As defined by Vanguard, 3.75% of the value of
even basic financial advice is significant. But in my book, it doesn’t go far …

VIEW ARTICLE



HOW TO GET THE HUGE TAX SAVINGS FROM THE RICH PERSON’S PENSION

Monday October 4, 2021

You don’t need to drive a pink rolls royce to benefit from The Rich Persons
Pension, but you you do need to be a high income business owner.

VIEW ARTICLE



FIRST MILLION IS THE HARDEST HOW TO BUILD A MILLION DOLLAR NET WORTH

Monday March 7, 2022

So you want to become a millionaire? We show to build a million dollar net
worth. It may be easier than you think.

VIEW ARTICLE



HOW DONALD TRUMP LOST BILLIONS AND PAID NO TAXES NIGHTLINE VIDEO

Wednesday May 8, 2019

Donald Trump turned a billion dollar loss into a way to pay no income taxes for
years. Financial Planner LA discusses in this video for Nightline with Nick
Watt.

VIEW ARTICLE



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© 2024 Financial Planner Los Angeles



DISCLAIMERS:

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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