Reduce Your Tax Burden Through Smarter Planning
Claim Your Free Equity Comp Assessment
Invest With Confidence and Feel Financially Free
Claim Your Free Equity Comp AssessmentYou might find yourself compensated BEYOND your expectations – in company stock, options or restricted stock units.
But when you sit down and try to make sense of your pay and benefits, you find yourself asking:
“What’s the smartest thing I should do with all of this?”
Good news: We believe you’ve arrived at the right place for answers because
we only serve clients who are equity compensated investors.
We Do This Every Day
To deliver the best service (and results) possible, you’ll work with a professional who has comprehensive training and certifications helping clients like you.
David Booker, CPWA, CFP, CRPC
Private Wealth Advisor
Email Address
[email protected]Phone Number
(919) 647-9981David combines analytical expertise and a client-first approach to lead Clarity Wealth Management, a practice serving high-earning professionals with equity-based compensation.
With over 20 years of experience, David addresses the complexities of stock-based wealth and designs strategies to help his clients define and expand their financial opportunities.
David has earned the Certified Private Wealth Advisor (CPWA®) designation to help meet the intricate needs of high-net-worth clients, helping them preserve and grow their wealth. He is also a CERTIFIED FINANCIAL PROFESSIONAL® certificant, an honor he has held since 2013.
Both the CPWA® and the CFP® designations carry ethics requirements. Clarity Wealth Management’s Client Advisory Board celebrates client collaboration, positioning David as a trusted confidant as well as an advisor.
A graduate of UNC Chapel Hill, David lives in Raleigh with his wife Deborah, a realtor, and their two children, Annabelle, and Heath. David is teaching his children critical thinking about money. In his leisure time, David enjoys relaxing with his toes in the sand, playing a variety of games, and gardening and cooking with his family.
CA Insurance License Number: 4238907. Resident State NC
Certificates
CPWA, CFP, CRPC
Sadaf Shirzad
Client Service Associate
919.647.9981
[email protected]
Sadaf Shirzad is an aspiring financial advisor with a passion for helping people build long-term financial security. As a Client Service Associate at Clarity Wealth Management, she supports the advisory team with client service operations, planning preparation, and day-to-day practice management while gaining hands-on experience in the wealth management industry.
Sadaf works closely with David Booker, Private Wealth Advisor, assisting with account openings, coordinating account-related needs, preparing meeting materials and presentations, and helping ensure client requests are handled smoothly and efficiently. She also contributes to marketing initiatives and event planning. Sadaf takes pride in being responsive, attentive, and helping create a seamless experience for clients.
Sadaf is completing her degree in Business Administration with a concentration in Finance at NC State University. Sadaf enjoys applying what she is learning academically to real-world client work and values the thoughtful, long-term approach that defines Clarity Wealth Management.
Sadaf and her family relocated to the Raleigh area from California in 2021, and she has enjoyed building both her career and her connection to the local community. Outside of work, she enjoys reading, baking and spending time with family. She values strong relationships and clear communication, believing they are at the heart of a positive client experience. A strong advocate for financial literacy, Sadaf is excited to grow her expertise in wealth management as she help clients achieve their financial goals.
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