Trilogy Financial Services is a Los Angeles-based financial planning firm led by David Rae, a Certified Financial Planner and Accredited Investment Fiduciary. With a focus on helping clients achieve a happier, healthier, and wealthier retirement, David and his team provide expert advice on retirement planning, investment management, tax planning, and life insurance. They strive to simplify the financial planning process and offer independent fiduciary services to ensure clients receive the best possible guidance for their financial goals.
David Rae, recognized as one of the top 100 Financial Advisors in America by Investopedia, has been featured on various media platforms including The Today Show, CBS Evening News, and NPR's Marketplace. He is also a contributor to Forbes.com, writing extensively on tax planning and personal finance. With a commitment to making financial topics engaging and accessible, David aims to help clients navigate their financial journey with confidence and achieve a better quality of life.
Generated from the website