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
· David currently resides in the North Hills area of Raleigh with his wife, Deborah, and children Annabelle and Heath.
website: www.davidbookerfinancial.com