Rae David
David Rae is a Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF) based in Los Angeles, California, dedicated to helping clients achieve a happier, healthier, and wealthier retirement. With over a decade of experience, he provides tailored financial planning and tax strategies while making the process engaging and accessible.
Recognized as one of the top financial advisors in the U.S., David Rae frequently appears in major media outlets and contributes to publications focused on personal finance and tax planning. His holistic approach ensures that clients receive comprehensive guidance, empowering them to make informed financial decisions and navigate the complexities of their financial futures.
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