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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 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>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Six Most Overlooked Tax Deductions</p>

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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Questions?

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