My Site Title
Barnett Financial Planning, a Registered Investment Advisor firm
located in Tustin, CA, and Riverside, CA, provides fee-only financial
planning and investment advice on an hourly, as-needed basis to
individuals and families without regard to a minimum account size or
income. Barnett Financial Planning was founded by Dr. David I.
Barnett, CFP
®, a retired family dentist who, in the later stages of his
life, has devoted his time to helping “real” people achieve their
financial foothold on the American dream.

Barnett Financial Planning prides itself on the honesty and integrity
of its founder. Dr. Barnett treats each of his clients with the same
care and compassion he provided to his private practice dental
patients. Barnett Financial Planning does not accept commissions or
third-party compensation for its recommendations, so all advice
provided is rendered conflict-free.
Prior to founding Barnett Financial Planning, Dr. Barnett had practiced as a general dentist
for 27 years. He graduated from Rutgers University in 1977 with a BA degree in
biomathematics, and graduated from the University of Pennsylvania School of Dental
Medicine in 1981. While dentistry was his profession, investing and financial planning were
his passions.

As a husband and father of three children, Dr. Barnett understands the challenges of
budgeting and cash flow, investments, college and retirement planning, insurance, and
estate planning. For many years, family, friends and colleagues have asked his advice and
opinions about personal financial matters and investment options. Although he was
self-taught and self-motivated in investing and financial issues, he felt a more formal
education was required of someone providing professional financial advice. To that end, he
enrolled in and completed the Personal Financial Planning Certificate program at the
University of California-Irvine in 2007. In March 2007 he passed the CFP® exam and in
October 2007 he founded Barnett Financial Planning, an independent Registered
Investment Advisor firm in Tustin, CA. In February 2010 he completed all four CFP
requirements - education, examination, experience, and ethics - to earn the right to use the
CFP® designation.  In January, 2011, he opened his second office in Riverside, CA.

Dr. Barnett is proud to be a member of the Financial Planning Association (FPA); the
National Association of Personal Financial Advisors (NAPFA); and the Garrett Planning
Network (GPN), an international affiliation of fee-only financial planners dedicated to serving
people from all walks of life on an hourly, as-needed basis.
Your family's "Financial Doctor"
What exactly is a “Financial Doctor?”

Your family has a physician and dentist to care for your physical
health. Why shouldn’t your family have a “financial doctor” to be there
to care for your financial health? Well, now you can. Barnett Financial
Planning is offering a new concept in financial planning to help your
family stay “fiscally fit.”  Instead of the traditional financial planning
approach of being "sold" financial products, Barnett Financial Planning
offers individuals and families the opportunity to have an ongoing
relationship with a trusted advisor, their own “financial doctor.”  Similar
to the relationship you have with your family doctor, your financial
doctor will guide you in making sound financial decisions that are in
your best interest now and in the future.  And just as you would pay
your doctor on a fee-for-service basis, Barnett Financial Planning
operates on a “fee-only” basis. We do not sell products of any kind,
and we accept no commissions. We provide advice in much the same
manner as your regular doctor: we start with a diagnosis, we develop a
treatment plan, we help you implement the plan, and then we monitor
your progress toward your ultimate financial goals. And in much the
same manner as your family doctor emphasizes preventive healthcare,
we emphasize a preventive approach to financial planning.
Your family's
"Financial Doctor"

1442 Irvine Blvd., #212
Tustin, CA  92780

11801 Pierce St., 2nd Floor
Riverside, CA  92505
Barnett Financial Planning