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About Us

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

Bair Financial Planning is a San Diego Wealth Management Firm. Since 1992 we have been specializing in helping females in leadership, LGBT Families and successful business owners make important financial decisions that impact their future.

We believe in equality and feel that everyone should have access to independent professional financial advice and education to help them understand what they own and why they own it so they can create a life by design.  It is our desire to make a meaningful impact within the lives of our clients, their family and our community.  We have created a comfortable safe environment for our clients to be honest about who they are, just be themselves and share what their hopes and concerns are so we can help them pursue the goal of building the best life for themselves and their family. We want our clients to feel that we get them.

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 we put them in the center of everything we do and choices we make. We surround ourselves with diverse team members who understand that our only existence is to serve our clients and exceed their expectations to help them strive to reach their full potential. We believe that as a conscious business leader we can make positive social change through corporate transparency, environmental sustainability and social awareness. 

We were founded with the goal of providing quality unbiased advice which allows us to work with our clients without any conflicts of interest, which is why we have an alliance with LPL Financial and The Wealth Consulting Group to provide additional resources for our team and our clients.

What excites us is seeing our clients pursue their personal & financial goals to make a meaningful impact with their life and within our community. 

Our custom 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 companies that are making a positive impact in our world.

We have refined a time-tested 7 Step Process that helps you gain clarity and confidence around your financial life to help you manage your personal & financial goals to work towards a secure and comfortable retirement. This allows our clients to live their life by design and not default. For more information on our Services and our Bair Financial Planning 7 Step Process and how we work with our clients Click Here.

We welcome you to give us a call at 619-546-6160 or schedule online for an appointment to chat about your personal situation. Let's get started today!