David Barson (CFP®, MBA)

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

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

Career Professionals, College Planning, Generation X, Retirement Income Planning

Additional Information

My name is David Barson and I’m the founder of Barson Financial Planning.  Since my college years, I've been passionate about personal finances and financial planning. I started my career in financial services, with one of the largest Registered Investment Advisory firms in the country.  There I learned a tremendous amount about markets, the importance of deeply understanding clients' needs, and running a firm.  I am a CERTIFIED FINANCIAL PLANNING PROFESSIONAL™, therefore trained to tackle complex financial situations. With this designation, I have a fiduciary responsibility for my clients.  My philosophy is based on a fee-only model vs. commission based, with a focus on recommending strategies that truly benefit your needs.

Finances are not static, they are dynamic as our lives changes.  For example, we move from college, to work, to marriage, to having kids, and into retirement.  These changes can make the process of managing our finances very complex.  While most people realize planning for their future is important, they often do not have the time to invest. Having a financial advocate that sits on the same side of the table as you, invested in your interests, can take the burden off of you to fulfill this important need.

People always ask me why I love what I do as a financial planner. It's simple...I am energized by learning ever-changing financial markets, and connecting them to clients, to help them realize their dreams.  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.  My aim is to be that financial advocate, to help you make better investment and financial decisions.  I look forward to seeing how I can help.

NAPFA Start Date

May 03, 2017


This Office

344 Midvale Ave San Mateo, CA 94403-5019 Phone: (650) 245-7382