Eureka Insurance & Financial Services

Capital Management is a financial planning firm based in Temecula, CA, offering services to individuals, couples, and families in and around the LGBT community. With over 20 years of experience, their Certified Financial Planner, David Rae, helps clients achieve financial security by providing guidance on investment strategies, retirement planning, and developing financial goals. Serving clients across the country, Capital Management specializes in helping friends of the LGBT community retire happier, healthier, and wealthier. David Rae, a Los Angeles-based financial planner, is known for his expertise in financial planning and his commitment to serving the needs of the LGBT community. With a strong reputation in the industry, he advises clients on getting their financial houses in order, planning for retirement, and developing investment strategies. With clients throughout Southern California and across the country, David Rae and Capital Management are dedicated to helping individuals and families achieve their financial goals and secure their financial future.Generated from the website

The Planners Network (TPN) is a collaborative community of successful financial services professionals, established in 1999, aimed at fostering professional growth through the exchange of innovative strategies and networking opportunities. With a commitment to excellence, TPN provides its members with access to valuable resources, educational programs, and succession planning options within a supportive and dynamic environment. Operating in association with LPL Financial, TPN boasts a collective report card that highlights significant achievements, including managing over $4.3 billion in assets. Through thoughtfully curated conferences and a dedicated management team, TPN empowers its members to connect and thrive in the ever-evolving landscape of financial services. Generated from the website