David Barson
CFP®Professional Summary
David Barson, CFP® is a registered financial advisor currently at BARSON FINANCIAL PLANNING located in San Mateo, California. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
- Social Security & Medicare Planning
- Risk Management & Insurance
- Business Services
- Tax Planning
- Education Funding
Specializations
Biography
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...
Other Aliases
There are no additional aliases reported.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
BARSON FINANCIAL PLANNING | BARSON FINANCIAL PLANNING, LLC
Contact Information
Main Address
San Mateo, CAPhone Number
(650) 245-7382# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
94AUM (Assets Under Management)
$47,790,939Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(3/10/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view David Barson's CRS (Customer Relationship Summary).
Services Offered by David
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
- Social Security & Medicare Planning
- Risk Management & Insurance
- Business Services
- Tax Planning
- Education Funding
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
