David Rae, Certified Financial Planner, Tax Planning Financial Advisor

David Rae, Certified Financial Planner and Tax Planning Financial Advisor, is highly regarded for his extensive knowledge and dedication to his clients in the financial planning sector. Reviewers consistently praise his professionalism, responsiveness, and approachable demeanor, highlighting how he makes complex financial matters understandable and manageable. With a reputation for integrity and a client-first approach, David is recommended as a trusted partner for anyone seeking guidance in their financial journey.