David Booker

Background

About David Booker

Confidence in your finances comes from knowing how your financial well-being leads to the future you’ve envisioned. I work directly with senior managers and business owners to build a strategy to help achieve financial aspirations by modeling cash flows, mitigating tax issues, creating estate planning strategies, and reviewing executive compensation plans. As a CERTIFIED FINANCIAL PLANNER® practitioner with additional credentials tailored to meet the needs high net worth individuals, helping clients maximize every dollar that they worked for and providing them with confidence about their financial picture is my passion. Outside the office, I enjoy cooking and traveling with my wife and children and serving my community through financial literacy initiatives. Contact me to see solutions we can build for your financial future. This information is intended for use by residents of CA, CO, FL, MD, NC, NY, and VA Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social