David Rae

Male

david rae
David was honored at the st Annual Altruism Awards with and Advisor with Heart Award from Registered Rep Magazine. 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. David offers his clients complete financial planning. He can help them open new income streams for retirement, address tax and estate issues, revise portfolios and plan exit strategies. His specialized knowledge is centered most for domestic partners, small business owners, and professionals. His passion for helping people is evident relationships come first with David, and his clients connect with him easily. The Advocate Magazine publishes a monthly Financial Planning column by David covering topics specific to the LGBT Community. He has been featured in a variety of other publications including the LA TIME, OUT Magazine, NY Business Journal, Investment News, MSN Money, to name a few. David majored in business and musical theatre at the University of Redlands, earning scholarships in both disciplines. He enjoys helping his busy clients take the stress out of their financial lives. As he helps his clients achieve their goals and milestones, he believes he has truly made a contribution to their overall happiness. When not helping people get their financial houses in order he is active in the community. He leas one of the largest team on the AidsLifeCycle, which has raised nearly ,, to fight this terrible disease. He is also active with HRC, GLAAD, APLA and other causes where he feels he can make a difference. Specialties Gay Community, Small Business Owners, Entertainment Executives read more ...
  • npr
  • gatorade
  • kathy griffin
  • margaret cho
  • the red ribbon army
  • chase community giving

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