David Barson

CFP®, MBA

Barson Financial Planning

President

Contact Me

I can work with clients anywhere!

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

Contact Me

(650) 701-7523

Website

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

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • 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

(650) 701-7523

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Office Locations:

  • 344 Midvale Ave
    San Mateo, CA 94403

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Barson Financial Planning (referred to as "BFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. BFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. BFP does not promise or guarantee any income or particular result from your use of the information contained herein.  Under no circumstances shall BFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if BFP or a BFP authorized representative has been advised of the possibility of such damages. In no event shall Barson Financial Planning have any liability to you for damages, losses and causes of action for accessing this site. Please seek the advice of professionals regarding the evaluation of any specific content.  Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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