David Rae, CFP

Open
yelp logo

(7)

Call
Website

Photos

19191 S Vermont Ave Ste 400
Torrance, CA 90502
+1 (323) 905-4380
http://www.davidraefp.com

David Rae, CFP, is a seasoned Certified Financial Planner and Accredited Investment Fiduciary based in Los Angeles, dedicated to helping clients navigate their financial journeys while focusing on achieving a happier, healthier, and wealthier retirement. With over a decade of experience, he emphasizes clear communication and a client-centered approach, making financial planning accessible and less daunting.

Recognized as one of the top financial advisors in America, David Rae has made numerous appearances on major media outlets and contributes regularly to reputable publications on tax and financial planning. His goal is to provide comprehensive financial guidance tailored to individual needs, ensuring that clients can confidently manage their finances and reach their goals.

Generated from the website

Also at this address

Reviews

yelp logo
5.07 reviews
Photo of Mike S.
Mike S.
8/22/2013

Ok so David Rae is the best. Not only is he a fabulous financial planner, he is a great person to know. He somehow take finances (which I HATE) and make planning for my future enjoyable. Just...

Read more on Yelp
Photo of Erica L.
Erica L.
11/5/2011

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty thing. It's just not done. You're more likely to know someone's sexual orientation these days,...

Read more on Yelp
Photo of Maryam a.
Maryam a.
2/28/2017

David Rae is a well versed, highly knowledgeable financial planner who truly takes care of his clients financial needs! I highly recommend him to family and friends. He is the go to source for me...

Read more on Yelp
Photo of Behrouz S.
Behrouz S.
2/27/2014

Trusting someone with one's finances is a critical decision. Personally I am very new to the investment world and did my homework before choosing David Rae. He has far exceeded my expectations....

Read more on Yelp
Photo of Karin P.
Karin P.
11/9/2011

David Rae is highly professional & personable. He keeps you from spinning your wheels and simply gets to the point on what matters most, so that you can focus on business development whilst your...

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

You might also like

Fidelity Investments
Business services, nec, nec, Security brokers and dealers, Investors, nec, nec

Fidelity Investments

31
"Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of stores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you..."
photo of James A.
Services, nec, nec, Business services, nec, nec, Financial consultant

Oaktree Capital Management

Oaktree Capital Management is a financial services firm based in Los Angeles, CA, specializing in alternative investments and asset management. The company focuses on providing investment strategies for a diverse range of clients, including institutional investors, high-net-worth individuals, and pension funds. With a team of experienced professionals, Oaktree Capital Management offers expertise in distressed debt, corporate debt, real estate, and other alternative asset classes. The firm prides itself on its disciplined approach to investing and commitment to delivering value for its clients. Generated from their business information
Business services, nec, nec, Real estate managers

Revolution Capital Group LLC

Revolution Capital Group LLC is a global private investment firm based in Los Angeles, CA. Established in 2009, the firm specializes in mergers, acquisitions, and operations of companies across various industries that provide mission-critical products and services. With a team of experienced professionals and a combined $550 million assets under management, Revolution Capital Group is committed to delivering fair value and expedient solutions to both corporate and private sellers. Known for their flexibility in industry specialization, Revolution Capital Group has a diverse portfolio and extensive experience in acquiring and operating businesses across multiple sectors and geographies. Their team has worked with renowned corporations such as AT&T, BASF, Bayer, General Electric, Hays PLC, IBM, and Motorola. With a focus on unlocking the potential value of acquired businesses, Revolution Capital Group ensures uninterrupted customer service and meets all obligations to the seller during and after the acquisition process.Generated from the website
United States›California›Torrance›David Rae, CFP

Partial Data by Foursquare.