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 Private Wealth Advisor® (CPWA®)·
CERTIFIED FINANCIAL PLANNER™
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
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
David currently resides in the North Hills area of Raleigh with his wife, Deborah, and children Annabelle and Heath.
website: www.davidbookerfinancial.com