David Rae, CFP

Trusting someone with one’s finances is a critical decision. Personally I am very new to the investment world and did my homework before choosing David Rae. He has far exceeded my expectations. He is a gentleman of great wisdom, experience and integrity. I have been extremely satisfied with his level of professionalism and responsiveness. He really took the pain out of finding the right investment venue, and only after weeks of opening my account, my money is working for me. I go to sleep with a calm mind. Now that’s invaluable.

Ok so David Rae is the best. Not only is he a fabulous financial planner, he is a great person to know. He somehow take finances (which I HATE) and make planning for my future enjoyable.
Just had my annual review, and he helped get me update on all the details of DOMA and how that affected my taxes and financial plan. ON his advice I went back to my CPA and refiled my taxes as married with my partner (now souse), this literally save me over $ 10,000 in taxes for the past 2 years alone.
Beyond that he has me in what seem like amazing investments to fund my financial plan and keep me on track for my financial goals. So nice to have someone I trust, who can handle all these things in a proactive way that I don’t think is common from people who are associated with wall st.
David is highly recommended give him a call, I’m just sad I wasted so much time working with other advisors before finally finding David

David Rae is my agent at Trilogy and I could not be more pleased and impressed. He is ALWAYS reachable via phone (which is a luxury in today’s world) and has been instrumental in creating my «roadmap» to a healthy retirement. During these troubling times, he has also helped ease my anxiety and guided me toward the right investments. Together we have made some sound choices. On a personal level, he is a great friend and charitable by nature, having given so much of his time, money, energy and resources to AIDS LifeCycle. No matter how bad the economy gets, there is always someone less fortunate than us; therefore, I admire his dedication and passion to helping others on all levels.

David Rae is highly professional & personable. He keeps you from spinning your wheels and simply gets to the point on what matters most, so that you can focus on business development whilst your financial plans work in the background gathering momentum.

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty thing. It’s just not done. You’re more likely to know someone’s sexual orientation these days, than how much they have in their bank account. Money is the last taboo. Our culture and media fills us with ugly, confusing un-​truths about money, and there’s that age-​old cliché, «Money is the root of all evil.» And yet, we all want Bling. Ironic.
With such negative connotations surrounding us, it’s no wonder many Americans struggle to understand their finances, and have difficulty creating (and maintaining) wealth. IMHO, it is easy to place the blame on banks and the wealthy for «robbing» the 99%, but true money management means taking fiscal responsibility, discipline, and a good hard look at yourself, with regards to life goals and planning. It is also about not being afraid. With money being a topic that’s so sensitive, I’m pleased to advocate the financial planning services provided to me by David Rae, CFP (Certified Financial Planner).
Having grown up myself filled with negative, misleading money messages from my thrifty immigrant parents, I knew, after grad school, I needed help dealing with my finances for the long term. Their attitude was always, «We don’t have enough!» While that’s a truth in their eyes, it wasn’t an attitude I wished to adopt. So I made it a point to understand my finances: understanding how I related to money is one thing (how do you save, spend, borrow, and invest?), but managing my own portfolio is quite another. My stint working in dotcoms, with the company ‘going public’ on IPO, gave me my first taste of stocks… and the headaches in taxes that came with it.
Now a business owner living a full life, I simply do not have the time, the foresight, the training, nor the inclination to be my own financial planner. Best to leave it to the professionals. In this case, David Rae has helped neatly steer my finances, weathering crappy economic recession and hard times, and taking full advantage of current market trends and its opportunities. All while understanding my level of risk-​taking, and my future plans. David makes it simple and manageable for me to invest in my future (yes, he will continually ask you for money… TO SAVE) — and thank God for that, because I know I can’t do it by myself!
Most Americans are living to 90 years of age. Have you got your finances squared away to anticipate your needs until then? If not, you ought to give David a call. His goal is to shield you from mistakes made from irrational exuberance and emotion. That said, once I signed on, I found myself sleeping easier at night.
Recently, David showed me he got me 23% return on investment, in 2 ½ years! I told my tax preparer
this news, and she gasped in surprise, saying, «Most people are lucky to get 18% on return! You got 23%?? That’s amazing!»
David Rae is a keeper! Thank you, David Rae!