David Rae - Profile and Journalist Details

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Biography

David Rae has been a Certified Financial Planner™ and Accredited Investment Fiduciary® since 2003. Based in Los Angeles, David advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples and families in and around the LGBT community. To read more visit David Rae's Blog www.financialplannerla.com In addition to his regular columsn for Forbes.com, David is a featured financial columnist for The Advocate magazine as well as an in-demand interviewee for quotes and insights. To engage and intrigue his readers, he frequently references both high and pop culture to illustrate how money, attitude and behavior influence each other, whether for good and for ill. David is no stranger in front of the camera either, having been interviewed for numerous segments on NBC, ABC, KTLA, CBS and KCAL News. In 2011, the wealth management trade organization's Registered Rep magazine honored David with its “Advisor with Heart” award for his inspired work with AIDS/Lifecycle. An avid cyclist himself, he has completed the ride seven times and founded Team Popular in 2008 which has thus far raised over a million dollars for the cause. David is a graduate of the University of Redlands with a B.A. in Business and Theater. Today, he lives in West Hollywood with his wonderful husband and their two chihuahuas.

Content

Total articles 817

• 8 Investing Mistakes To Avoid Making After Trump’s Crushing Tariffs

  By David Rae

  Apr. 07, 2025

• Here’s What It Takes For You To Securely Retire At 60

  By David Rae

  Apr. 03, 2025

• How Anyone Can Easily File For A 2024 Tax Extension

  By David Rae

  Apr. 01, 2025

As seen in

Company Info

Forbes