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David Rae, Certified Financial Planner, Accredited Investment Fiduciary

5.0

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Location details

19191 Vermont Ave #400, Los Angeles, CA, 90502, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:30 p.m.
Tue9:00 a.m. to 5:30 p.m.
Wed9:00 a.m. to 5:30 p.m.
Thu9:00 a.m. to 5:30 p.m.
Fri9:00 a.m. to 5:30 p.m.
SatClosed
SunClosed
5.05 reviews
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Dylan James's profile image
Dylan James 
on Google
2 years ago

I have worked with David for over 15 years. He has been instrumental in my financial health and helped build my portfolio with solid and sound advice. He has also assisted with developing new strategies for growth and helped in decision making in often unpredictable waters. David is extremely reliable, knowledgeable and responsive with all questions. He works well with all investors big or small and treats each of his clients equally and with great respect. I highly recommend him and his services to help with success! 

Malcolm Neitzey's profile image
Malcolm Neitzey 
on Google
2 years ago

I’ve Been with David since 2012. It is because of him that I am financially stable and will be able to retire comfortably and happily in five years. He has literally saved me. 

Steve Stone's profile image
Steve Stone 
on Google
2 years ago

My portfolio has more than Quadrupled since I began working with David Rae. He takes care of my finances so I can focus on my patients. 

Hunberto Soto's profile image
Hunberto Soto 
on Google
6 years ago
Sean Blake's profile image
Sean Blake 
on Google
8 years ago

I can't tell you how happy I am to be working with David Rae. I was hesitant to move over to him as I had been with my presious advisor forever, but wow David is really in a league of his own I read his weekly huffington post blogs and love seeing him on tv, just make me more confident that he is the best financial advisor for me. In a nutshell he really listened to me and what I wanted to accomplish and developed a amazing financial plan to get me moving towards all my goals. He really takes care of everything , I just have... read more

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Frequently asked questions about David Rae, Certified Financial Planner, Accredited Investment Fiduciary

How is David Rae, Certified Financial Planner, Accredited Investment Fiduciary rated?

David Rae, Certified Financial Planner, Accredited Investment Fiduciary has a 5 star rating with 5 reviews. 

When is David Rae, Certified Financial Planner, Accredited Investment Fiduciary open?

David Rae, Certified Financial Planner, Accredited Investment Fiduciary is open now. It will close at 5:30 p.m.  

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