David Booker, CFP®, CRPC

David Booker, CFP®, CRPC

Financial Advisor

Visit my web site!

Phone: (919) 719-3805
E-mail:
 

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. 

 

Professional Services

· Investments

· Social Security Planning

· Retirement Income Strategies

· Products and Services for Retirement Planning

· Managed Accounts

· Life Insurance

· Long Term Care Insurance

· Personal and Business Insurance

 

Professional Qualifications

· CERTIFIED FINANCIAL PLANNER™

· Over 10 Years of  Experience as a Financial Advisor

· FINRA Series 66 Securities License

· FINRA Series 7 Securities License

· Life/Health  Insurance Licensed

 

Personal

· Raleigh Native

· Attended NB Broughton High School and UNC-Chapel Hill

· Degrees in International Studies and French

· BSA Eagle Scout

· Trained as a Chef on Nantucket, MA

· Lives in downtown Raleigh with his wife Deborah who is a Realtor and their daughter Annabelle   and son, Heath.