Broker Check

Team

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®

President and CERTIFIED FINANCIAL PLANNERâ„¢

(619) 546-6160

[email protected]

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

Managing Partner, Director of Operations

(619) 546-6165

[email protected]

Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive

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Jessica Graham

Client Relationship Manager

(619) 546-6147

[email protected]

Jessica is the client relationship manager for Marci Bair and Victor Orozco. She will go above and beyond to make sure that the client’s needs are taken care of. Please contact Jessica if you would like to schedule and confirm...

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Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

(619) 546-6160

[email protected]

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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Ray Bell

Advanced Insurance Specialist

(619) 546-6160

[email protected]

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

Paraplanner

(619) 546-6160

[email protected]

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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