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8816 Six Forks Road Suite 301 Raleigh, NC 27615

(919) 719-3805
dbooker@capfs.com
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DAVID BOOKER, CPWA®, CFP®, CRPC®

Comprehensive Fee-Based Financial Planning


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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Strategies Tailored To Your Family's Needs

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, preserve your family well-being, and assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals.

<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>Pullbacks, Corrections, and Bear Markets</p>

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
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<p>What the New Tax Bill Means for You</p>

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?
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Questions?

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