3 Best Financial Services in Los Angeles, CA

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 for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David’s company.

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.

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.

Good financial advice that makes sense! The guys at this firm really know how to handle anything financial. I met with them over 5 times and cannot tell you how much progress I have made in my retirement plan. I also had them do my Will and Trust, easy simple process and I actually enjoyed the whole experience.

We sold our home and wanted to make sure we reinvested the profit we've made the best way possible. So, we sought professional help. The people at Affluencer reigned over other advisors that we've interviewed. They guided us through our goal planning, needs, and financial wants for retirement. We (me and my wife) definitely recommend Affluencer as your professional and knowledgable financial advisors. Especially during these times.

Building wealth for my family is very important to me and the advisors here understand that. They listen well to my wants and needs, providing me with the best financial plan fit for me. The guidance and expertise from the advisors here are top notch and I wouldn't recommend anyone else.