David Barson
CFP®, MBA
Barson Financial Planning
President
David Barson
CFP®, MBA
Barson Financial Planning
President
We are committed to getting to know you and the things that matter to you, to create a strategy that meets your needs. - David Barson, CFP®, MBA
Fee-Only financial planner located in San Mateo, CA, serving clients locally and across the country

David Barson is a San Mateo, CA fee-only financial planner. Barson Financial Planning provides comprehensive and objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Barson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I’m David Barson, CFP®, and the founder of Barson Financial Planning. I started Barson Financial Planning with a mission - to help busy professionals, families and those approaching retirement navigate the complex financial situations of daily life, to reach their goals. As a business owner, father, and husband I understand the challenges individuals face daily and look forward to seeing how I can help you.
David Barson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Barson Financial Planning is a fee-only financial planning firm based in San Mateo, CA. We are committed to getting to know you and the things that matter to you, to create a strategy that meets your needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
David Barson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
David Barson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
David Barson is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
David Barson is Interviewed on NBC Bay Area "Stocks Drop: What It Means for Your Money"
-
David Barson is Interviewed on NBC Bay Area: "Millions More File for Unemployment Benefits, What Now?"
-
David Barson is Quoted on Business Insider: "5 tips to help your money last until you're 100, according to a financial planner"
-
David Barson is Quoted on The Huffington Post: "How Impeaching President Trump Might Affect The Stock Market"
-
David Barson is a Guest on XYPN Radio: "Financial Planning for Genentech Employees"
Contact David Barson
Office Locations:
-
344 Midvale Ave
San Mateo, CA 94403