Our Mission

Bair Financial Planning is a San Diego Wealth based Management Firm. Since 1992 we have been specializing in helping women in leadership, LGBTQ+ Families, and successful business owners make important financial decisions that impact their future. As an independent fiduciary, we have the goal of providing quality, professional advice which allows us to work with our clients. Furthermore, our relationship with LPL Financial and The Wealth Consulting Group provide us with additional resources for our team and our clients.

Our Mission

We strive to create valued relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions.

Our custom High Investment Portfolios are designed with the goal to help you align your values with your investments by supporting companies that have a positive history of human rights, are environmentally sustainable and socially aware. We feel we have a responsibility to support our community and the companies that are making a positive impact in our world.

We seek to create valued relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions.

Check out our 3 Step Process!

Our primary goal is to get to know you and what is important to you. With our initial 3 Step Process, we will be able to determine which of our services best meet your needs. We will help you manage your personal & financial goals to work towards and independent and comfortable retirement.

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