Broker Check

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"


SCHEDULE A MEETING

I'd love to connect. View my calendar to choose a time that works for you.

Click to Schedule

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. 

Read More
<p>Earnings for All Seasons</p>

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
Learn More
<p>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
Learn More

Questions?

Our Experienced Team Can Help!

Thank you!
Oops!