With over a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proative approach to financial planning. Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial goals. He is also a regular contributor to the Advocate magazine, and a regular guest on TV and Radio discussing a variety of financial topics. If you are looking for a Certified Financial Planner(TM) to help you develop a comprehensive plan to reach you financial goals you have come to the right place.
Website: davidraefp.com
Phone: (323) 905-4380
19191 S Vermont Ave, Ste 400 Torrance, CA 90502 ·2193.87 mi
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Reviews
yelpI have been a client of David's for years now, and he is the absolute best! He has guided me through good markets and multiple market downturns and has been a rock for me the entire time I've been...
MoreGenerally speaking, discussing the topic of personal finances and money is seen as a crass or dirty thing. It's just not done. You're more likely to know someone's sexual orientation these days,...
MoreOk so David Rae is the best. Not only is he a fabulous financial planner, he is a great person to know. He somehow take finances (which I HATE) and make planning for my future enjoyable. Just...
MoreTrusting someone with one's finances is a critical decision. Personally I am very new to the investment world and did my homework before choosing David Rae. He has far exceeded my expectations....
MoreDavid Rae is a well versed, highly knowledgeable financial planner who truly takes care of his clients financial needs! I highly recommend him to family and friends. He is the go to source for me...
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