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

· 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


· 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