David  Rae,  CFP<sup>&reg;</sup> - Financial Advisor

David Rae, CFP®

AIF

President

DRM WEALTH MANAGEMENT

529 N Kilkea Dr
West Hollywood, CA 90048
FINANCIAL ADVISOR'S WEBSITE
(323) 905-4380 CONNECT WITH David
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General

David Rae is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DRM WEALTH MANAGEMENT in West Hollywood, CA and the surrounding communities.

Financial Advisor Overview

David Rae the LA Fiduciary Financial Planner with Heart to help you reach your financial goals. Tired of feeling overwhelmed when looking at your investment statements or talking to your "financial advisor"? Getting your financial house in order shouldn't be a chore you try to avoid at any cost. We are here to help you feel more confident about your financial future. You deserve the best financial planning advice possible

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Financial Advisor Experience

David Rae is the LA CFP®, AIF® to Lead Your Financial Team. David Rae, Certified Financial Planner™, Accredited Investment Fiduciary™ and President / Founder of DRM Wealth Management LLC, helping you make smarter financial decisions and positioning yoursel for prosperity. “Once you get your financial house in order,” he says, “It’s a lot easier for everything else­–personal life, professional life, family life and recreational life–to fall into place too.” Working with a wide diversity of clients for well over a decade, he has built a successful career developing comprehensive financial plans to meet life goals, retirement, tax planning, estate issues, portfolio revision, life insurance, portfolio management, business exit strategies and more. While based in Los Angeles, he serves clients across the country. At the same time, he enjoys a solid reputation as a smart, go-to financial guy for both mainstream and LGBT print, broadcast and online media.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources