David Rae, Certified Financial Planner, Accredited Investment Fiduciary - Torrance, California

David Rae, a Certified Financial Planner and Accredited Investment Fiduciary, is a distinguished professional in the financial planning industry. Located at 19191 Vermont Ave #400, Torrance, CA 90502, his office offers onsite services, ensuring a convenient experience for clients. The office is also wheelchair accessible, making it an inclusive space for all individuals. With an LGBTQ+ owned business, David demonstrates his commitment to providing a welcoming environment for all clients.

Contacting David Rae is simple, as his phone number is 39054380, and his professional website can be found at davidraefp.com. His specialties include financial planning, investment services, and tax consultation, showcasing his expertise in various areas of finance.

David Rae prioritizes the unique needs of each client, offering personalized strategies for growth and decision-making. As one of the top reviewed professionals in the industry, he has earned a stellar reputation for his work. With an impressive average rating of 5/5 based on 4 reviews on Google My Business, it is evident that clients highly value his services.

Key Features and Testimonials

David's commitment to his clients is unwavering, as exemplified by the testimonial of a client who has worked with him for over 15 years. The client praises David for his instrumental role in maintaining their financial health and building a robust portfolio. David's reliability, knowledge, and responsiveness have earned him a highly respected position in the industry.

Additionally, David's ability to work with investors of all sizes and his empathetic approach to client care set him apart from his competitors. He is known for treating each client with equal respect, creating a safe and comfortable environment for all individuals, including those within the LGBTQ+ community and allies.

Accessibility and Appointment Information

David Rae's office is equipped with wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that all clients can access his services with ease. Online appointments are also available, allowing clients to schedule consultations from the comfort of their own homes.

Why Choose David Rae

For individuals seeking a knowledgeable, reliable, and compassionate financial planner, David Rae is an exceptional choice. His commitment to personalized care, combined with his expertise in financial planning, investment services, and tax consultation, make him a standout professional in the industry.

👍 Reviews of David Rae, Certified Financial Planner, Accredited Investment Fiduciary

Dylan J.

5/5

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!

Sean B.

5/5

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 to work and everything else just seems to happen automatically.

Talk to David he is the best!

Malcolm N.

5/5

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.

Hunberto S.

5/5