About David Rae, Certified Financial Planner, Tax Planning Financial Advisor
Fiduciary Financial Planner. Helping people with investing, smart money choices, tax planning, retirement planning and estate planning. Financial Expert David Rae is your go to resource for all of your personal finance needs. With over 20 years experience
Services
Financial and Retirement Planning Invest Management 401(k) Information Request Tax Planning & InsuranceReviews
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.