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Helping You Transform Equity Compensation Into Generational Wealth

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Maximize Your Equity’s Potential With Advanced Knowledge

Claim Your Free Equity Comp Assessment

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 Assessment
You 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:

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“What’s the smartest thing I should do with all of this?”

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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

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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) 647-9981

David 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

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Certificates

CPWA, CFP, CRPC

Kirstin Brucker

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Kristin Brucker

Client Associate
919.647.9981
[email protected]


Kristin strives to create seamless experiences for clients that allow them to focus on their financial goals with confidence. As a Client Associate at Clarity Wealth Management, she plays a vital role in helping ensure that every interaction is smooth, efficient and personal.

Her professional journey has always centered around helping people succeed, and included roles in sales, recruiting and operations before becoming an indispensable part of David Booker’s, Private Wealth Advisor, team at Clarity. There, her resourcefulness and attention to detail helps keep things on track, allowing David to focus on guiding clients through their financial journeys.

She finds great fulfillment in working with Clarity Wealth Management’s clients, who she considers engaged, successful and genuinely supportive of the practice. Helping establish Clarity Wealth Management’s Client Advisory Board has also been a rewarding experience for her, reinforcing the team’s belief in the value of collaboration. 

Kristin has been married to her husband, Reuben, for nearly 30 years. Reuben shares her love for animals, and together they care for their two dogs—Buster, a 14-year-old Yorkinese, and Paul, a high-energy Boston Terrier.

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.

Get Your Equity Compensation Assessment

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Provide your contact information to receive an in-depth, no obligation analysis of your current compensation with a customized action plan.

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Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Alternative investments, such as hedge funds, private equity/private debt funds (collectively referred to as private capital) and private real estate funds, are not appropriate for all investors and are only open to "accredited" or "qualified" investors within the meaning of the U.S. securities laws.
Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing.