Vice Presidents
David Rae , Vice President of Investments
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 plannings issues, revise portfolios and plan exit strategies.
His specialized knowledge most benefits domestic partners, small business owners, and professionals. His passion is evident; relationships come first with David, and clients connect with him easily.
David is also actively involved in the community. Specifically this year and training and fundraising for the Aids Life Cycle, which included a bike ride from San Francisco to Los Angeles. David is also on the Board of the Labor Day LA Foundation as well as being involved with several other arts and charitable organizations in the Los Angeles area.
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 witnesses his clients achieve their goals and milestones, he knows he has truly made a contribution to their overall happiness.