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David Barson, Mba, Cfp® Email & Phone Number

President at Barson Financial Planning at Barson Financial Planning
Location: San Mateo, California, United States 6 work roles 2 schools
1 work email found @barsonfp.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email d****@barsonfp.com
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Current company
Barson Financial Planning
Role
President at Barson Financial Planning
Location
San Mateo, California, United States
Company size
2 employees

Who is David Barson, Mba, Cfp®? Overview

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Quick answer

David Barson, Mba, Cfp® is listed as President at Barson Financial Planning at Barson Financial Planning, a company with 2 employees, based in San Mateo, California, United States. AeroLeads shows a work email signal at barsonfp.com and a matched LinkedIn profile for David Barson, Mba, Cfp®.

David Barson, Mba, Cfp® previously worked as President at Barson Financial Planning and Wealth Manager at Fisher Investments. David Barson, Mba, Cfp® holds Mba, Marketing/Finance from Santa Clara University.

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Email format at Barson Financial Planning

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{first}@barsonfp.com
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AeroLeads found 1 current-domain work email signal for David Barson, Mba, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About David Barson, Mba, Cfp®

David Barson, MBA, CFP® is a financial planner and founder of Barson Financial Planning, a Fee-Only Registered Investment Advisor based in San Mateo, California. Barson Financial Planning offers comprehensive financial planning and investment management services specializing in working with individuals and families, those approaching retirement, and professionals in biotechnology. Our Services: Comprehensive Investment ManagementStock Options and Stock Compensation Analysis Tax Return PreparationTax PlanningRetirement PlanningCollege PlanningBenefits Analysis Ongoing Investment MonitoringPeriodic ReviewsFinancial PlanningInvestment StrategiesInsurance Analysis Retirement Cash Flow PlanningWealth Management Debt Analysis/BudgetingEstate Analysis

Current workplace

David Barson, Mba, Cfp®'s current company

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Barson Financial Planning
Barson Financial Planning
President at Barson Financial Planning
san mateo, california, united states
Website
barsonfp.com
Employees
2
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6 roles

David Barson, Mba, Cfp® work experience

A career timeline built from the work history available for this profile.

President

Current
Barson Financial Planning

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.
  • Restricted stock and other stock compensation plans
  • Cash flow and tax planning
  • Comprehensive fee only financial planning
Jan 2017 - Present

Wealth Manager

Fisher Investments
  • 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.
  • 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.
Jan 2008 - Jan 2017

Global Key Account Manager

Bioreliance
Jan 2004 - Jan 2008

Bioinformatics Consultant

Informax (Acquired By Invitrogen)
Feb 2000 - Jun 2001

Biochemical Technician

Genentech
Dec 1995 - Mar 1997
2 education records

David Barson, Mba, Cfp® education

FAQ

Frequently asked questions about David Barson, Mba, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Barson, Mba, Cfp® work for?

David Barson, Mba, Cfp® works for Barson Financial Planning.

What is David Barson, Mba, Cfp®'s role at Barson Financial Planning?

David Barson, Mba, Cfp® is listed as President at Barson Financial Planning at Barson Financial Planning.

What is David Barson, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @barsonfp.com for David Barson, Mba, Cfp® at Barson Financial Planning.

Where is David Barson, Mba, Cfp® based?

David Barson, Mba, Cfp® is based in San Mateo, California, United States while working with Barson Financial Planning.

What companies has David Barson, Mba, Cfp® worked for?

David Barson, Mba, Cfp® has worked for Barson Financial Planning, Fisher Investments, Bioreliance, Informax (Acquired By Invitrogen), and Bio-Rad Laboratories.

How can I contact David Barson, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for David Barson, Mba, Cfp® at Barson Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did David Barson, Mba, Cfp® attend?

David Barson, Mba, Cfp® holds Mba, Marketing/Finance from Santa Clara University.

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