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DAVID BOOKER, CPWA®, CFP®, CRPC®


DAVID BOOKER, CPWA®, CFP®, CRPC®

My focus is comprehensive, fee-based financial planning.  As your financial advisor, I am held to the fiduciary standard; your wealth management and wealth transfer are forefront in our relationship.  I am a Raleigh native and have been serving clients since 2004. 


"I would like to make the shift from Financial Advisor to Thinking Partner"


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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals.

Proposed Tax Changes That May Impact You

Proposed Tax Changes That May Impact You

One of the central promises of the Biden campaign, and a core focus for the new administration, is a wide-ranging change to existing tax legislation. 

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<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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