David Rae CFP®, Vice President of Investments with Trilogy Financial. For more than a decade David has been advising a diverse audience of couples, singles, doctors, small business owners, Honda Boeing and Toyota Employees. 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 has been seen, quoted and published in many national publications including MSN Money, NBC News, The Today Show, Huffington Post, Yahoo News.Make sure to read his column for Echelon Business Magazine about various Financial Topics "Be Advised or Beware" He is also appears regularly on the KTLA News and is a regular contributor to The Advocate Magazine.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.
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