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David Rae CFP

Trilogy Financial Service
Financial Planning

Contact Information:

529 N Kilkea
Los Angeles, CA 90048
United States
T: 310 756 0600 x7301

Years in Business:



Clients I'm Seeking:


People who want to reach their financial goals.

About My Business:


The Financial Quarterback to Lead Your Team. Position yourself for prosperity: Work with a Holistic Fee-Based Financial Advisor like David Rae who is an involved and passionate member of the community, and who understands your unique planning needs. For more than a decade David has been advising a diverse audience of couples, singles, doctors Toyota Employees and small business owners, David Rae enjoys working in the Financial Planning profession where he can use his unique problem solving abilities to help you make your dreams a reality. These comprehensive financial plans may include but are not limited to income for retirement, tax planning and estate issues, portfolio revision, life insurance, portfolio management and business exit strategies. David Rae offers his clients complete financial planning, bringing you everything you need to one place. After learning about your specific situation, he can help you understand how to approach reaching your important life goals. He is committed to helping you get your financial house in order, and keeping it that way. When his father retired from a career as a NFL Quarterback while David was still in elementary school. This gave David an interesting view of retirement planning. His specialized financial planning knowledge is centered mostly for gay couples, small business owners and professionals. His passion for helping people is evident: relationships come first with David, and his clients connect with him easily. His integrity and devotion to helping you succeed has drawn clients seeking his advice from across the country. Being active in the greater West Hollywood and Los Angeles community, and the experience from working with a diverse group of clients has given David the knowledge to take a proactive approach to keep you abreast of the communities stride towards equal rights. More importantly how those strides affect you and your individual financial situation. David majored in Business and musical theatre at the University of Redlands, earning scholarships in both disciplines. A year studying abroad in Europe has helped bring a strong world view to his fee-based financial planning techniques. He enjoys helping his busy clients take the stress out of their financial lives. As he helps his clients work toward achieving their goals and milestones, he is truly committed to contributing to their overall happiness. David has been seen, quoted and published in many national publications including MSN Money, NBC News, The Today Show, Yahoo News..Make sure to read his column for Echelon Business Magazine about various Financial Topics "Be Advised or Beware" He is also a regular contributor to The Advocate Magazine.

Years in business:
Member since:
Clients I'm looking for: