Team

How We Work

How We Work

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. 

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Marci Bair

Marci Bair, CFP®

President and CERTIFIED FINANCIAL PLANNER™

(619) 546-6160

Victor Orozco

Victor Orozco, CFP®, CSRIC®

Managing Partner, CFP®, Chartered SRI Counselor™,

(619) 546-6165