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David Rae, Certified Financial Planner, Tax Planning Financial AdvisorFinancial advisor in Beverly Hills, CA

David Rae, Certified Financial Planner, Tax Planning Financial Advisor is a financial advisor in Beverly Hills, CA, ranked #49 of 740 financial advisors in Beverly Hills and rated 5.0 from 21 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Beverly Hills, CAUpdated 0 paid placements in any rankingHow we rank

Call (323) 905-4380Website ↗

Key facts

Key facts about David Rae, Certified Financial Planner, Tax Planning Financial Advisor
Phone(323) 905-4380
Websitefinancialplannerla.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 21 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Based in Beverly Hills, CAView on map

Opening hours

Opening hours for David Rae, Certified Financial Planner, Tax Planning Financial Advisor
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about David Rae, Certified Financial Planner, Tax Planning Financial Advisor

How is David Rae, Certified Financial Planner, Tax Planning Financial Advisor ranked in Beverly Hills?

David Rae, Certified Financial Planner, Tax Planning Financial Advisor is ranked #49 of 740 financial advisors in Beverly Hills by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are David Rae, Certified Financial Planner, Tax Planning Financial Advisor’s hours?

David Rae, Certified Financial Planner, Tax Planning Financial Advisor is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about David Rae, Certified Financial Planner, Tax Planning Financial Advisor?

David Rae, Certified Financial Planner, Tax Planning Financial Advisor has a rating of 5.0 from 21 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact David Rae, Certified Financial Planner, Tax Planning Financial Advisor?

Call David Rae, Certified Financial Planner, Tax Planning Financial Advisor on (323) 905-4380. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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