Trilogy Financial Services, 21700 Oxnard St, Ste 1460, Woodland Hills, CA 91367, US

David Rae is a Los Angeles-based Certified Financial Planner and Accredited Investment Fiduciary who has been helping individuals, couples, and families achieve financial security since 2003. With his firm, DRM Wealth Management, he advises clients on organizing their finances, developing investment strategies, and planning for retirement. David has also gained recognition for his expertise in serving the needs of the LGBT community, and his practice extends beyond LA to clients across the country and throughout Southern California. David Rae's financial planning practice is known for its focus on providing guidance to the LGBT community, as well as his specialization in topics such as life insurance, real estate, retirement planning, social security, stock market, taxes, and smart spending. He has been featured in various news outlets and has shared his insights on financial matters through articles and videos. With his extensive knowledge and experience, David Rae is dedicated to helping his clients retire happier, healthier, and wealthier.Generated from the website

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Draper, Doug Aty

Professional Income Tax Service

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