David Rae, Certified Financial Planner

David Rae, Certified Financial Planner
19191 S Vermont Suite 400
Torrance, CA 90502

Toll Free Number: (310) 756-0600
Mobile Number: (310) 756-0600
Fax Number: (310) 756-0321
Web Address: www.davidraefp.com

David Rae is the "Advisor With Heart" to help you reach your financial goals.
David Rae CFP® is the Financial Quarterback to lead your team. David 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. Over the past 10 years as a financial planner with Trilogy Financial Services he has helped numerous families get their financial houses in order, and keeping them that way.

In 2011 David was honored with the “Advisor with Heart” award from Registered Rep Magazine. He is also a featured financial columnist for the Advocate Magazine, and has been published and quoted in numerous other publications.
David is a graduate of the University of Redlands. David resides in West Hollywood with his partner and their 2 Chihuahuas. He is an avid cyclist and he rides his bike from San Francisco to LA years to raise money to help fight HIV/AIDS. The team he captains has raised over $800,000.



Keywords: investing, financial planning, financial planner, life insurance, estate planning, taxes, 401(K) retirement planning

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