History
David Rae began his Financial Planning career with Trilogy Financial Services and quickly became one of the most respected and turned to advisers specializing comprehensive financial planning for the supporters and members of the community. Trilogy Financial and David Rae CFP have 11 offices, and manage over $2 billions Dollars in client assets. Offices are located in Torrance, Woodland Hills, Huntington Beach, West Covina, Irvine, San Diego to name a few. He serves clients throughout the great Los Angeles area, including the South Bay, Long Beach, Beach Cities, as well as the Valley and Orange County. Trilogy Financial Services. Securities offered though NPC. Member FINRA, SIPC and Registered Investment Advisor. Trilogy FS and NPC are separate and unrelated entities.
Specialties
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