
Financial Planning
A firm that welcomes you to bring your whole self to the planning conversation.

Sustainable Investing
Aligning your money with your values is personal and our High Impact Portfolios may be a solution for you.

Celebrating You
Every year we celebrate our clients and the professionals who help us, help them.
Impact Investing for Sustainable Wealth
Our independent financial planning firm was founded over 30 years ago. Even though we are headquartered in San Diego, we work with clients all over the country. The team works with women in leadership, business owners, non-profit organizations, the LGBTQ+ community and their allies to make important financial decisions. We are able to help you work towards accomplishing your goals, by providing fee-based financial planning and investment management services.
Our High Impact Portfolios are designed with sustainability and advocacy in mind. As a conscious business leader, we can make a positive impact not only through our voice, but also with our assets.
We look forward to learning more about you to see if we are a good fit.
How We Help

Financial Planning
Throughout your life, goals change and so do your plans. Is your current one keeping up?

Investment Management
Utilize our team to create an investment plan for your retirement goals.

Fee Transparency
Our services can accommodate hourly-billing for a single topic to fee-based all-inclusive services.
Meet Our Team

Marci Bair, CFP®
President and CERTIFIED FINANCIAL PLANNERâ„¢

Victor Orozco, CSRIC™
Managing Partner, Chartered SRI Counselor