David Rae

David Rae

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.

3 Investing Mistakes to Avoid

I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim to the 3 simplest...

6 Retirement Planning Myths

Retirement is often thought of as a far off and hard to achieve nirvana, here are a few endearing myths that may throw off your...

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