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Welcome to Bair Financial Planning

Bair Financial Planning Impact Investing For Sustainable Wealth

We are an independent San Diego wealth management firm founded over 29 years ago. We specialize in helping females in leadership, LGBTQ+ families, and successful business owners make important financial decisions that impact their future.

We believe that as a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate governance (ESG). With this said, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process.

Our core values are centered around trust and open communication. We pride ourselves on the long-term trusted relationships we have with our clients and put them in the center of everything we do. We surround ourselves with diverse team members who understand that our only existence is to serve our clients. 

Let us know if you would like to talk on how we can serve you,

Marci Bair, CFP®    and    Victor Orozco

President                           Managing Partner

Learn more about our high impact portfolios

Meet Our Team

Marci Bair, CFP&#174;<br />President

Marci Bair, CFP®
President

Meet Marci
Bair Financial Planning Team

Bair Financial Planning Team

Meet the Team
Victor Orozco, CSRIC&#8482;<br />Managing Partner

Victor Orozco, CSRIC™
Managing Partner

Meet Victor

We are proud members of these organizations: