David Rae Certified Financial Planner

David Rae Certified Financial Planner in Huntington Beach, CA, is a trusted financial planning firm led by David Rae, a Wealth Manager dedicated to helping clients achieve their financial goals for a happier, healthier, and wealthier retirement. With a focus on providing expert tax planning and investment management services, David Rae aims to simplify the financial planning process and empower clients to make informed decisions for their future.

Recognized as one of the top Financial Advisors in America by Investopedia for six consecutive years, David Rae is a sought-after financial expert who has appeared on various media outlets, including The Today Show and Forbes.com. Through personalized guidance and a commitment to fiduciary standards, David Rae and his team strive to offer a comprehensive and enjoyable financial planning experience, helping clients navigate through the complexities of financial management with confidence and clarity.

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