Attaches Four Rights

Our Mission

At Barnett Financial Planning, we empower individuals and families to achieve financial stability and peace of mind through personalized guidance and support. We believe financial wellness is an essential component of overall well-being, and we are committed to providing accessible, comprehensive financial planning services that meet your unique needs.

Who We Are

Founded by Dr. David I. Barnett, a retired family dentist and passionate advocate for accessible financial planning, Barnett Financial Planning is a Registered Investment Advisor firm based in Tustin, California. We offer a refreshing approach to financial planning, emphasizing transparency, personalized guidance, and a collaborative partnership with our clients.

Our Approach

We believe in a holistic approach to financial planning that considers your unique circumstances, goals, and aspirations. Our process involves:

• Discovery and Assessment: We take the time to understand your financial history, goals, and concerns.
• Developing a Plan: We work with you to create a customized plan that aligns with your specific needs and circumstances.
• Implementation: We guide you through the process of implementing your plan, explaining each step and answering your questions.
• Monitoring and Review: We regularly review your plan and adjust it as your life and financial situation evolve.

Our Services

We offer a comprehensive range of services, including:

• Financial Planning: Developing personalized plans for retirement planning, estate planning, investment planning, and more.
• Asset Management: Guiding you in building and managing your investment portfolio.
• Financial Education: Empowering you with the knowledge and skills to make informed financial decisions.

Our Values

Our core values guide our work:

• Integrity: We prioritize honesty and transparency in all our interactions.
• Client-Centricity: We put your needs first and work in your best interests.
• Accessibility: We believe financial planning should be accessible to everyone.
• Sustainability: We focus on long-term solutions and building financial security.