David Rae, Certified Financial Planner, Accredited Investment Fiduciary

Marion Simms 

on Google

a month ago

I have known David for many years and really enjoy working with him. He is very knowledgeable, responsive and accessible. Investing can be a confusing and sometimes scary business but David is always reassuring. I highly recommend him. 

dan mccaffrey 

on Google

4 months ago

I've been working with David for many years. He is professional, personable, a delightful person. I have benefited tremendously from his financial expertise, and have been able to rely on his integrity and client dedication. I recommend David to absolutely anybody looking for a financial adviser! 

Robert Vuoto 

on Google

10 months ago

David has been my financial advisor for 14 years and I can't thank him enough for setting me on the road to a very secure financial future. He is very knowledgeable and responsive. Trying to navigate all the different aspects of the financial markets and know what fit my financial needs was too daunting so I turned to David. As the saying goes, "don't try this at home, kids", let a professional do it and David is the one. 

Bolen High 

on Google

4 years ago

David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has been for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the “Fun Financial Planner,” and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you’re looking... read more

Erica Lee 

on Google

4 years ago

You may not have financial goals. Or perhaps you have several. In either case, and especially during these pandemic times, it's crucial to shore up and assess your financial portfolio. Most folks don't want to know where their money is going, but that's just plain denial and personal negligence. I've worked with David Rae for a good decade, and no matter what life throws at me, David's been in my corner, helping me pivot changes, but always keeping me on track with my financial goals. Experienced, knowledgeable, and responsi... read more