Morgan Stanley
46yrs
Top advisor by experience in San Mateo
19yrs
David Barson
Financial advisor at Barson Financial Planning
David Barson has worked in the financial industry for 19 years and is a fiduciary financial advisor based in San Mateo, California. David has been with Barson Financial Planning since 2017; before that, David spent nine years at Fisher Investments. David holds the CFP® designation.
One of 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
OfficeSan Mateo, CA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.19 million
States licensed ?1 state
Services through Barson Financial Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowBarson Financial PlanningCurrent firm
- 2008 – 2017Fisher InvestmentsPreviously
Contact David
(650) 245-7382Barson Financial Planning main office San Mateo, CAOffice · Get directions Facebook pageBarson Financial PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Barson Financial Planning at (650) 245-7382 and ask for David Barson. David works from the San Mateo, CA office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 19 years. More experience than 57% of advisors nationwide.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Barson Financial Planning reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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