Bill Barry - Ameriprise Financial Services

Serving you in these unprecedented times During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

David Rae is a Los Angeles-based Certified Financial Planner and Accredited Investment Fiduciary who has been helping individuals, couples, and families achieve financial security since 2003. With his firm, DRM Wealth Management, he advises clients on organizing their finances, developing investment strategies, and planning for retirement. David has also gained recognition for his expertise in serving the needs of the LGBT community, and his practice extends beyond LA to clients across the country and throughout Southern California. David Rae's financial planning practice is known for its focus on providing guidance to the LGBT community, as well as his specialization in topics such as life insurance, real estate, retirement planning, social security, stock market, taxes, and smart spending. He has been featured in various news outlets and has shared his insights on financial matters through articles and videos. With his extensive knowledge and experience, David Rae is dedicated to helping his clients retire happier, healthier, and wealthier.Generated from the website