David Rae Certified Financial Planner

Closed
yelp logo

(21)

Call
Website

Photos

529 N Kilkea Dr
Los Angeles, CA 90048
+1 (323) 905-4380
http://www.davidraefp.com

David Rae is a Certified Financial Planner and Accredited Investment Fiduciary based in Los Angeles, specializing in helping clients navigate their financial futures while aiming for a happier, healthier, and wealthier retirement. With over a decade of experience, he offers a comprehensive, independent fiduciary financial planning experience that simplifies complex financial topics for his clients.

Recognized as one of the top financial advisors in America, David Rae frequently appears in major media outlets, providing insights on financial and tax planning. He contributes extensively to various publications, including Forbes.com and Huffington Post, focusing on strategies that empower individuals and business owners to achieve their financial goals.

Generated from the website

Also at this address

Reviews

yelp logo
4.521 reviews
Photo of Bolen H.
Bolen H.
3/2/2021

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...

Read more on Yelp
Photo of Luke G.
Luke G.
8/25/2016

David helped me put together a financial road map to get on track for my financial goals, including buying my first house, which I'm really looking forward to! It's great to have a goto person...

Read more on Yelp
Jean A.
10/13/2021

David Rae knows how to invest your money to make you money in alignment with your life goals. He is paving my way to a secure future. I'm so grateful for his highly insightful effective...

Read more on Yelp
Photo of Regina L.
Regina L.
12/5/2013

I worked for a University where I took advantage of the auto-savings 403(b) account. When I left campus life to start a home-based business I rolled my small savings into an IRA with another...

Read more on Yelp
Photo of Adam Z.
Adam Z.
3/11/2015

When I relocated to LA about 2 years ago, I began looking for a new financial planner. I knew I didn't want to be with just a random person at a big commercial institution. I was looking for...

Read more on Yelp
Own this business?
See a problem?

You might also like

Fraser Financial Group
Automobile and consumer finance companies, Accounting services, except auditing, Investment advisory service

Fraser Financial Group

1
"I have been working with Mr. Grant Fraser for over 20 years. I would say Fraser Finacial Group is the best company that I ever found. I don't trust any companies out there beside Fraser Finacial..."
Brett Bartman - RBC Wealth Management Financial Advisor
Business services, nec, nec

Brett Bartman - RBC Wealth Management Financial Advisor

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
Bill W Brown-RBC Wealth Management Financial Advisor

Bill W Brown-RBC Wealth Management Financial Advisor

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.
United States›California›Los Angeles›David Rae Certified Financial Planner

Partial Data by Foursquare.