
Contact Us
San Diego Office
Marci Bair, CFP®:
Marci@BairFinancialPlanning.com
Victor Orozco, CSRICTM:
Victor@BairFinancialPlanning.com
7676 Hazard Center Drive, Suite 1050
San Diego, CA 92108
Phone: (619) 546-6160
Fax: (619) 546-6211
Mon-Fri: 8:00 AM - 5:00 PM
Great to see this diverse group of @LPL financial advisors & employees committed to #DiversityEquityInclusion & our own @jleewcg of @WealthCG Keep up the great work! https://twitter.com/AnhTran_SMW/status/1456589132927545348
Many have heard they should avoid probate; do you understand what probate is and how it works? https://myf.mg/esTK
Thank you to all our wonderful clients for the trust you give our team to help you and your families.
Shout out also to our professional partners that help us, help our clients. We appreciate you!#ThankYou #MamasPies #YearEndPlanning #RMD https://youtu.be/mz-Fa0dt_MUYouTube @YouTube
Home of the free because of the brave! Today we recognize the sacrifices of our nation’s heroes and honor their courageous service. To our military service members, past, present, and future, God bless you and thank you. #VeteransDay2021
Finally a dessert we can all feel great about eating! When you buy your Thanksgiving pie from @MamasKitchenSD you help provide nutritious meals for chronically ill individuals & families in need this holiday season. We think that’s pretty sweet! Join us: https://mamaspies.org/seller/marci-bair …
- BairFinancialPlan Retweeted
#SanDiego #FinTwit - are you seeing clients that worked at @UCSanDiego getting fake accounts opened @Vanguard_Group? This is something we are seeing. Not sure if it's related but there was a #DataBreach earlier in the year@VanceBarse @Ryan_A_Hughes @DefineFinancial @marybstorj
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Learn more Financial planning doesn't have to be scary!
Our team is here to support you. Schedule a call with us today: https://go.oncehub.com/BairFinancialPlanningCalendar …#halloween2021 #Halloween #financialplanning
Earnings season can move markets. Find out why. https://myf.mg/enM0
Did you know that Certified Financial Planners commit to following a code of ethics and standards set and enforced by the CFP® Board? Discover more reasons to work with a #CFPpro on our blog: https://www.bairfinancialplanning.com/blog/5-reasons-to-consider-working-with-a-certified-financial-planner-cfp-1 … #CFP #fiduciary #FinancialPlanning
Should be a fun conversation around #ESG this morning. Join if you can! https://twitter.com/V_I_C_T_O_R___/status/1453350624892837891
Low car lease payments look great, but do you really save money in the end? #LeaseACar https://myf.mg/el8Z
Happy Anniversary @V_I_C_T_O_R___ and Bethel
https://twitter.com/V_I_C_T_O_R___/status/1451679125899399169
As we close out Filipino Amerian History Month we want to celebrate our Filipino clients, team members & friends.
Learn more below on the rich culture & history of the Filipino community.#FilipinoAmericanHistoryMonthhttps://www.aalead.org/filipino-american-history-month/ …http://fanhs-national.org/filam/about/It's #GetSmartAboutCreditDay and we're curious...Are you a “snowball” person or an “avalanche” person when it comes to tackling your debt? Find out on our blog: https://www.bairfinancialplanning.com/blog/5-tips-for-pursuing-financial-independence …#GetSmartAboutCredit #FinancialIndependence
Women account for 25% of all computing occupations. Latinas hold a mere 2% of these jobs. Thank you @LatinaGeeks for empowering #Latinas in tech by sharing technical knowledge, business skills, and entrepreneurship resources. http://www.latinageeks.com #HispanicHeritageMonth
A Certified Financial Planner (CFP®) is a financial advisor with superpowers! Don’t believe us? Read about the enhanced financial training and education that make CFP® professionals unique on our Bair Financial blog: https://www.bairfinancialplanning.com/blog/5-reasons-to-consider-working-with-a-certified-financial-planner-cfp-1 … #CFPpro #CFP #financialplanning
We would like to recognize Indigenous Peoples' Day. This is a holiday that celebrates and honors Native American peoples and commemorates their histories and cultures.
Learn more about #IndigenousPeoplesDay http://a.msn.com/01/en-us/AAPniJS?ocid=st …Do your kids have the right stuff for college? #CollegePrep https://myf.mg/efKh
We had such a great time reconnecting with clients & friends at our Bair Financial Community Appreciation Party at @StoneBrewing. To those who were not able to join, you were missed! Please enjoy this #throwback with the Sound ON!
https://youtu.be/YFVM_kwNGXM
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