I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest level of support to help you reach all of your financial goals. This may include but is not limited to financial planning, investment and portfolio management, tax planning, as well as estate planning strategies.

Above and beyond just helping you make your dreams a reality, I am an extremely active member in the community. With this in mind I have been vocal in the fight for Marriage Equality, fighting life threatening diseases such as HIV/Aids and Cancer. Not to mention putting my physical fitness to the test in a variety of charity athletic events such as the annual561 mile bike ride: Aids Life Cycle. Mix this all in with a few triathlons, and you have me in a nutshell.

Advising a diverse audience of couples, singles, doctors and small business owners, David Rae enjoys working in a profession where he can use his unique problem solving abilities to help people make their dreams a reality. These comprehensive financial plans may include but are not limited to income for retirement, tax and estate issues, portfolio revision, life insurance, investmens and business exit strategies.

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. He is committed to helping you get your financial house in order, and keeping it that way.

His specialized knowledge is centered most 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 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 comitted to contributing to their overall happiness.

With me as the Financial Quarterback in your corner, you will always experience excellent service while striving for financial independence. Your peace of mind will be our priority and we will put this priority ahead of all others.