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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.

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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