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David Barta, CFA, CFP®

David Barta, CFA, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$350one time
Next Available: 9/7/2026 10:00 AM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$4,000one time
Next Available: October 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$400/ month
(billed $1,200 every three months)
5/5 spots available!
Which service is right for me?

About David

13
years of experience
106
The Hour meetings
5
The Plan engagements
5.00
average review

Bio

Hi, I'm David! I've had three careers — airlines, finance firms, and fintech startups — but what I love most is the moment a financial plan actually changes someone's life. I've seen how one ill-informed decision can unravel decades of hard work, but also how a single hour can radically change the trajectory of a family. That's what drives me. If your situation involves complex equity or complex life, let's talk. I always explain the why — you deserve to understand the plan you're executing. I've also been living the expat life in Europe for two years now — best decision we ever made!

I Can Help You With

401k rollover
Budgeting
Debt management
Equity compensation
Faith based investing
Getting started with investing
Investing for kids
Portfolio review
Real estate
Roth conversions

I Enjoy Working With

Child-free
Families with children
FI/RE
LGBTQ+ Community
Military/Veterans
Millennials / Gen Z
Public service professionals
Teachers & educators
Tech employees
Young couples

Personal Stuff

I once went to the ER for ramen-related reasons and I stand by my choices. We adopted a cat and later discovered it was born on our wedding day. You can watch my old band play at the Times Square Hard Rock Cafe on YouTube. My wife says I think I'm funnier than I am. I have lived in Minneapolis, Phoenix, L.A., Orange County, Monterey, Augusta, Valencia (Spain), and Ljubljana (Slovenia). I enjoy lightsaber battles with my 4-year-old. My wife will probably not let me buy a drumset again.

Education & Designations

UCLA MBA Investment Management
University of Minnesota BS Math
Chartered Financial Analyst
Certified Financial Planner®

Experience

Xylo AI
Co-Founder and CFO
2023 – Present
Origin Financial
Lead Financial Planner
2019 – 2023
PAAMCO PRISMA
Investment Management Associate
2016 – 2018
Vanguard
Research and Development Associate
2013 – 2014

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
David Barta, CFA, CFP® — Fiduciary Financial Advisor | Nectarine