David Rae, Cfp® Aif® Email and Phone Number
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David Rae, Cfp® Aif® personal email
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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.
Forbes
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- forbes.com
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Certified Financial PlannerDrm Wealth Management Jun 2017 - PresentGreater Los Angeles Area
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Personal Finance Contributor Forbes.ComForbes Mar 2018 - Present -
Author, Speaker Financial ExpertFinancial Planner Los Angeles Blog Apr 2016 - PresentGreater Los Angeles Area
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Financial PlannerBni Beverly Hills Breakfast Club 2004 - PresentGreater Los Angeles Area
David Rae, Cfp® Aif® Skills
Frequently Asked Questions about David Rae, Cfp® Aif®
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 the current company?
David Rae, Cfp® Aif®'s current role is The Fun Financial Planner.
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David Rae, Cfp® Aif®'s colleagues are Francesca Walton, Freelancer Faruk, Aleen Jarrett, Sabrina Welther, Kevino Alexis, Bridgett Jackson, Gustavo Mingozzi.
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