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Claim Your Equity Comp Assessment
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Claim Your 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 most appropriate 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
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