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David Rae CFP
CFP Board Ambassadors

David Rae, CFP®

Los Angeles, CA

David Rae, CFP®, is the founder of DRM Wealth Management, an independent Registered Investment Advisory.

Over the past year, David has made over 200 TV appearances on shows ranging from Bravo TV to NBC Nightly News to Nightly, Nightline, ABC, CBS and even Fox and Friends. He also regularly provides financial insights for publications ranging from Forbes.com, Vogue, Time, The Advocate, and Men’s Health, as well as writing for the FinancialPlannerLA.com blog.

His specialty of working with friends of the LGBT community has helped him build a diverse, loyal clientele across the country. With 20-plus years as a financial pro, he always makes a point to stand out from the crowd.

When not working, you will likely spot David on his bike. He has ridden from San Francisco to Los Angeles seven times as part of the Aids/LifeCycle, raising money to fight HIV/AIDS. He lives in West Hollywood with his husband and their two chihuahuas.

David is committed to helping LGBQ+ people succeed as CFP® professionals, as well as ensuring that friends of the LGBTQ+ community receive the type of fabulous financial planning guidance they deserve.