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David B
CFP®, Series 65
San Mateo, CA
Barson Financial Planning
David Barson is a CFP®-certified financial advisor with 17 years of industry experience. He is the principal and sole advisor at Barson Financial Planning, an independent firm he founded in 2017 after nine years with Fisher Investments. Barson Financial Planning provides investment management and comprehensive financial planning to individuals, profit-sharing plans, charitable organizations, and businesses. The firm primarily constructs passive, low-cost portfolios using index mutual funds and ETFs, while also incorporating fundamental, technical, and cyclical analyses. It utilizes outsourced portfolio management combined with individualized trade execution to serve approximately 40 client relationships managing around $47.8 million in assets.
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