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 reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our down to earth style of communication, we can help people better prepare for the future. After 30 years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner in a comfortable safe environment so they can grasp personal finance and use those concepts to pursue their financial objectives.
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.