David Booker, CPWA®, CFP®, CRPC®

David Booker, CPWA®, CFP®, CRPC®

Private Wealth Advisor

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


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 Private Wealth Advisor® (CPWA®)·


Chartered Retirement Planning Counselor (CRPC)

Over 10 Years of Experience as a Financial Advisor

FINRA Series 66 Securities License

FINRA Series 7 Securities License

Life/Health Insurance Licensed


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

David currently resides in the North Hills area of Raleigh with his wife, Deborah, and children Annabelle and Heath.

website: www.davidbookerfinancial.com