David Rae, CFP® AIF®, is the President and Founder of DRM Wealth Management, an Independent Fee Only Registered Investment Advisor established in June 2017 to provide fiduciary financial planning services. As a Personal Finance Contributor for Forbes.com since March 2018, David Rae shares insights on various financial topics. Additionally, David Rae authors the Financial Planner Los Angeles Blog, which aims to assist individuals in achieving financial well-being. As a member of the BNI Beverly Hills Breakfast Club, David Rae participates in a networking group that facilitates substantial business referrals among members. Prior to this, David Rae served as Vice President of Financial Planning at Trilogy Financial Services from January 2003 to June 2017. David Rae holds a Bachelor's degree in Business Administration and Musical Theater from the University of Redlands.
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