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

(650) 701-7523

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 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 the country’s 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

  • National Association of Personal Financial Advisors (NAPFA)
    David Barson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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.

Contact David Barson

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Office Locations:

  • 344 Midvale Ave
    San Mateo, CA 94403

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