David Rae
Certified Financial Planner™, fiscal fitness maestro, making dollars and sense for the LGBT community and friends for over a decade. Author www.financialplannerla.com

David Rae, Certified Financial Planner®, Accredited Investment Fiduciary® and Wealth Manager of Trilogy Financial, positions his clients 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.


-David Rae CFP®
949-852-7818 david.rae@natplan.com
For more information visit www.davidraefp.com

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA,SIPC, a Registered Investment Advisor. Trilogy Financial, Trilogy Capital and NPC are separate and unrelated entities.

Load More Stories