David Barfield (BBA, CFP®)

David Barfield focuses in the
following client markets or areas of practice:

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice without Ongoing Management

Millennials

Retirement Plan Investment Advice

Planning Specialties

I’m David Barfield, Founder of Datapoint Financial Planning and career Tech Professional turned fee-only Financial Planner. I started Datapoint Financial Planning for one reason: to provide comprehensive, ongoing REAL financial planning to Technology Professionals and Engineers looking for a data-driven, tech-forward approach with a fully transparent pricing model…

…and no requirement to turn over assets (or even have assets) to be managed.

Success in my former life in tech depended on relentless research and constant testing. I use that same systematic and iterative approach when analyzing your personal finances and building your roadmap to financial freedom (as if I have a choice…I’m just wired to solve problems and improve efficiency…you engineers get it, right?).

I partner with you to help define your goals and priorities, and then together we plot the most effective path to get you there. Of course, plans change, and life happens. So, we’ll have to remain agile and adjust along the way. But I’ll be there as your guide and coach to help you make good financial decisions and to find the right balance between enjoying life now and building wealth for your future.