David Rae, Cfp® Aif®
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David Rae, Cfp® Aif® Email & Phone Number

The Fun Financial Planner at Forbes
Location: Los Angeles, California, United States 4 work roles
1 work email found @natplan.com 8 phones found area 310, 323, and 714 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 8 phones

Work email d****@natplan.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Forbes
Role
The Fun Financial Planner
Location
Los Angeles, California, United States
Company size
8105 employees

Who is David Rae, Cfp® Aif®? Overview

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Quick answer

David Rae, Cfp® Aif® is listed as The Fun Financial Planner at Forbes, a company with 8105 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at natplan.com, phone signal with area code 310, 323, 714, and a matched LinkedIn profile for David Rae, Cfp® Aif®.

David Rae, Cfp® Aif® previously worked as Certified Financial Planner at Drm Wealth Management and Personal Finance Contributor Forbes.com at Forbes.

Company email context

Email format at Forbes

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*@natplan.com
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AeroLeads found 1 current-domain work email signal for David Rae, Cfp® Aif®. Compare company email patterns before reaching out.

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Profile bio

About David Rae, Cfp® Aif®

Speaker, Financial Expert and Media Personality. Certified Financial Planner David Rae, of DRM Wealth Management, specializes in helping people effectively manage their finances, whether single or coupled. David Rae advises a diverse audience of couples, singles, doctors and small business owners, especially people going through a life transition such as marriage divorce, retirement or changing jobs. David Rae enjoys working in a profession where he can use his unique problem-solving abilities to help people make their dreams a reality.David was honored at the 31st Annual Altruism Awards with an Advisor with Heart Award from Registered Rep Magazine.David is proud to be an OUT Independent Fiduciary Financial Planner helping friends in the LGBT Community from across the country.5x "Top 100 Advisors" list from Investopedia.Visit his website for financial planning tips www.davidraefp.comor the www.financialplannerLA.com Blog.

Listed skills include Retirement Planning, Strategic Financial Planning, Wealth Management, Mutual Funds, and 44 others.

Current workplace

David Rae, Cfp® Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Forbes
Forbes
The Fun Financial Planner
jersey city, new jersey, united states
Website
forbes.com
Employees
8105
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Company profile
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4 roles · 22 years

David Rae, Cfp® Aif® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current
Drm Wealth Management

Greater Los Angeles Area

Jun 2017 - Present

Personal Finance Contributor Forbes.Com

Current
Forbes
Mar 2018 - Present

Author, Speaker Financial Expert

Current
Financial Planner Los Angeles Blog

Greater Los Angeles Area

Apr 2016 - Present

Financial Planner

Current
Bni Beverly Hills Breakfast Club

Greater Los Angeles Area

2004 - Present ~22 yrs 5 mos
Team & coworkers

Colleagues at Forbes

Other employees you can reach at forbes.com. View company contacts for 8105 employees →

GD Good Day Good Day Colleague at ForbesBankstown, New South Wales, Australia, Australia View → JE Jessica Edelen Jessica Edelen Colleague at ForbesBrooklyn, New York, United States, United States View → KA Kevino Alexis Kevino Alexis Colleague at ForbesMexico City, Mexico, Mexico View → MA Md Abu Jafor Md Abu Jafor Colleague at ForbesDhaka, Bangladesh, Bangladesh View → IC Irina Cosilco Irina Cosilco Colleague at ForbesKrasnoyarsk Krai, Russia, Russian Federation View → RW Ronald White Ronald White Colleague at ForbesLalitpur District, Nepal, Nepal View → 陈 陈老五 陈老五 Colleague at ForbesShanghai, Shanghai, China, China View → AT Aamna Tauheed Aamna Tauheed Colleague at ForbesLahore, Punjab, Pakistan, Pakistan View → DS Dorota Stangret Dorota Stangret Colleague at ForbesWarsaw, Mazowieckie, Poland, Poland View → KD Klorgen Dorgen Klorgen Dorgen Colleague at ForbesKempten, Bavaria, Germany, Germany View →
FAQ

Frequently asked questions about David Rae, Cfp® Aif®

Quick answers generated from the profile data available on this page.

What company does David Rae, Cfp® Aif® work for?

David Rae, Cfp® Aif® works for Forbes.

What is David Rae, Cfp® Aif®'s role at Forbes?

David Rae, Cfp® Aif® is listed as The Fun Financial Planner at Forbes.

What is David Rae, Cfp® Aif®'s email address?

AeroLeads has found 1 work email signal at @natplan.com for David Rae, Cfp® Aif® at Forbes.

What is David Rae, Cfp® Aif®'s phone number?

AeroLeads has found 8 phone signal(s) with area code 310, 323, 714 for David Rae, Cfp® Aif® at Forbes.

Where is David Rae, Cfp® Aif® based?

David Rae, Cfp® Aif® is based in Los Angeles, California, United States while working with Forbes.

What companies has David Rae, Cfp® Aif® worked for?

David Rae, Cfp® Aif® has worked for Drm Wealth Management, Forbes, Financial Planner Los Angeles Blog, and Bni Beverly Hills Breakfast Club.

Who are David Rae, Cfp® Aif®'s colleagues at Forbes?

David Rae, Cfp® Aif®'s colleagues at Forbes include Good Day, Jessica Edelen, Kevino Alexis, Md Abu Jafor, and Irina Cosilco.

How can I contact David Rae, Cfp® Aif®?

You can use AeroLeads to view verified contact signals for David Rae, Cfp® Aif® at Forbes, including work email, phone, and LinkedIn data when available.

What skills is David Rae, Cfp® Aif® known for?

David Rae, Cfp® Aif® is listed with skills including Retirement Planning, Strategic Financial Planning, Wealth Management, Mutual Funds, Financial Services, Small Business, Portfolio Management, and Life Insurance.

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