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David Rae, Certified Financial Planner, Accredited Investment Fiduciary

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West Hollywood, United States

davidraefp.com
Financial planner· Estate planning attorney· Financial consultant· Investment service· Stock broker

David Rae, Certified Financial Planner, Accredited Investment Fiduciary Reviews | Rating 5 out of 5 stars (5 reviews)

David Rae, Certified Financial Planner, Accredited Investment Fiduciary is located in West Hollywood, United States on 529 N Kilkea Dr. David Rae, Certified Financial Planner, Accredited Investment Fiduciary is rated 5 out of 5 in the category financial planner in United States.

Address

529 N Kilkea Dr

Phone

+13239054380

Open hours

...
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Erica Lee

You may not have financial goals. Or perhaps you have several. In either case, and especially during these pandemic times, it's crucial to shore up and assess your financial portfolio. Most folks don't want to know where their money is going, but that's just plain denial and personal negligence. I've worked with David Rae for a good decade, and no matter what life throws at me, David's been in my corner, helping me pivot changes, but always keeping me on track with my financial goals. Experienced, knowledgeable, and responsive, I can't recommend David Rae's Financial Planning services enough!

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Matthew J. Dempsey

I've been working with David for the last few years and he's wildly efficient, kind, reliable, and knows his stuff. Trust is huge and David has mine. Highly recommend!

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Bill Shepard

David Rae is an excellent financial planner. He has been in business 17 years and is extremely knowledgeable, professional, and friendly. HIGHLY recommend to anyone looking for financial planning.

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Karl Brook

David Rae is a financial planning powerhouse. He is on the cutting edge of his industry and he keeps himself well-versed on tax planning needs and a wide range of insurance products. Once you have used his financial planning services, you will be in great hands for planning your retirement nest egg. He not only is a great consultant, but he gives you plenty of educated options to choose. He is very personable, a great listener, and does what is in his clients' best interests at all times. Give him a call, you won't regret it!

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Steve Stone

I can't recommend David Rae strongly enough!!! I am a medical provider. I spend my time focusing on how to get the best results for my patients. I can't take time away from my job to check on my investments, how the stock market is doing, or if my portfolio is being handled correctly. David does a way better job than I ever could. I trust David 1000% and the results speak for themselves. When I am not at work I can breath easy knowing my finances and my retirement are in good hands. That way I can surf and enjoy the time I have off. David is warm and personable and is a pleasure to talk to. The friends and patients I have referred to David have had the same experience I have and have thanked me profusely for introducing them to him and you will too. David Rae is a gem!

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