David Barson, Mba, Cfp® Email & Phone Number

San Francisco Bay Area

Barson Financial Planning, is a fee-only registered investment advisory firm that specializes in helping busy professionals, families and those approaching retirement navigate the complex financial situations of daily life to help them realize their dreams. 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.Specialties: • Restricted stock and other stock compensation plans• Cash flow and tax planning• Comprehensive fee only financial planning

• Analyzed and interpreted critical information for 140 clients, with assets under management of ~$140 million. Counseled clients in economic landscape, financial market implications, and investment risk/opportunity assessments.• Served as industry expert in financial markets and all aspects of financial planning; played leadership role in building and delivering educational training programs to investment counselor communities. • Was given the rare distinction by senior management of Platinum Investment Counselor for outstanding performance across all core metrics.

Mba, Marketing/Finance

Bachelor Of Science, Biological Sciences