Broker Check


We believe our team is the best in the business. The culture of our firm is very important to us. We have hand selected each team member first based on their desire to serve our clients, and then based on their skills and experience.

We also believe in purposely cultivating a team of diverse backgrounds, races, ages, and experience to gain a broader perspective to serve our clients. We feel this allows us to relate better to our clients, stay relevant and in turn allows us to serve our clients at a higher level.

Each team member is empowered and invested in the process of helping our clients pursue their financial goals and dreams.


Marci Bair, CFP®


(619) 566-6160

(619) 546-6211

As the Founder of the Firm, and a CERTIFIED FINANCIAL PLANNER™ Professional, I am responsible for designing and overseeing your Financial Plan and your Investment Portfolios. I personally chose my team members based first on their...
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Victor Orozco

Financial Planner

(619) 546-6165

(619) 546-6211

On our team I hold two primary roles for our clients. I manage our clientele through the process of financial planning. I also conduct comprehensive analysis on each portfolio created. At our firm we strive to provide a clear picture...
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Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

(619) 546-6160

(619) 546-6211

I assist our advisors in creating and developing the Financial Plans and work with Marci & Victor to create meaningful strategies that aim to secure your future and accomplish your goals. In my spare time I like to go on hikes with my...
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Megan Salcido

Client Relationship Manager

(619) 546-6147

I will help you with any and all customer service needs you may have. Don’t hesitate to reach out, that’s what I’m here for! I will also schedule and confirm your appointments. On the weekends you can find me hanging out at the beach...
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Ray Bell

Advanced Insurance Specialist

(619) 546-6160

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting of Insurance, case design of large insurance strategies and policies. Ray is currently a JD candidate at the Massachusetts School of...
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Chad Williamson


(619) 546-6160

I support our team by collecting all Financial Planning documents and data to create your Financial Plan, and help you set up your personal financial planning website. In my free time I enjoy playing a round of 18, practicing yoga, and...
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