David Rae, CFP

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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.

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5.08 reviews
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Jay G.
10/21/2025

I have been a client of David's for years now, and he is the absolute best! He has guided me through good markets and multiple market downturns and has been a rock for me the entire time I've been...

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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,...

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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...

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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...

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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....

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