David Barson, CFP®, MBA Barson Financial Planning

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About David Barson, CFP®, MBA

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.

I live in San Mateo, California with my wife and two children. Originally from Napa California, I began my career working in the cellar at a well established champagne house, while I was attending college. I earned my Bachelor of Science from University of California at Davis, where not only did I find a love for biology, but also a passion in learning about personal finances. I then spent over ten years in the biotechnology industry doing business development and helping companies bring life saving drugs to patients, after which I spent almost another ten years in the financial services industry. During this time, I earned my Masters of Business Administration at Santa Clara University where I was exposed to one of the great minds on behavioral finance, Meir Statman. I continued to follow my passion for financial planning and attended University of California at Berkeley Extension where I receive my certificate in financial planning. In my free time, I like to vacation with my family, go to the beach, or travel.

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Ideal Clients

  • Biotech Professionals
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Assets Under Management: 1.00%

SEC Records

States Registered

  • California