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David Rae, Certified Financial Planner, Accredited Investment Fiduciary
19191 Vermont Avenue, Torrance, California, United States
About the David Rae, Certified Financial Planner, Accredited Investment Fiduciary
David Rae, Certified Financial Planner and Accredited Investment Fiduciary, is located at 19191 Vermont Avenue in Torrance, California. Specializing in finance, David Rae aims to guide individuals towards a happier, healthier, and wealthier retirement. As a Los Angeles Financial Planner, David Rae offers personalized financial advice to help clients make smarter decisions and stay on track for their financial goals. With over 20 years of experience, David Rae is dedicated to simplifying the financial planning process and ensuring his clients are well-positioned for prosperity. As a proud recipient of the Investopedia Top 100 Financial Advisors in America award for six consecutive years, David Rae has also been featured in various media outlets, including The Today Show and Forbes. Whether it's retirement planning, tax planning, or investment strategies, David Rae is committed to helping clients live a better life now and in the future. With a focus on financial freedom and tax planning, David Rae offers expert advice and guidance to clients throughout California and beyond. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.
Photos of David Rae, Certified Financial Planner, Accredited Investment Fiduciary
19191 Vermont Ave #400, Torrance, CA 90502, United States
Opening hours of David Rae, Certified Financial Planner, Accredited Investment Fiduciary
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of David Rae, Certified Financial Planner, Accredited Investment Fiduciary
"I’ve Been with David since 2012. It is because of him that I am financially stable and will be able to retire comfortably and happily in five years. He has literally saved me."
"I have worked with David for over 15 years. He has been instrumental in my financial health and helped build my portfolio with solid and sound advice. He has also assisted with developing new strategies for growth and helped in decision making in often unpredictable waters. David is extremely reliable, knowledgeable and responsive with all questions. He works well with all investors big or small and treats each of his clients equally and with great respect. I highly recommend him and his services to help with success!"
"My portfolio has more than Quadrupled since I began working with David Rae. He takes care of my finances so I can focus on my patients."
"I can't tell you how happy I am to be working with David Rae. I was hesitant to move over to him as I had been with my presious advisor forever, but wow David is really in a league of his own I read his weekly huffington post blogs and love seeing him on tv, just make me more confident that he is the best financial advisor for me. In a nutshell he really listened to me and what I wanted to accomplish and developed a amazing financial plan to get me moving towards all my goals. He really takes care of everything , I just have to work and everything else just seems to happen automatically. Talk to David he is the best!"
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