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DAVID BOOKER, CFP®,CRPC®


DAVID BOOKER, 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 Think Partner"


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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>Earnings for All Seasons</p>

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Questions?

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