Media Appearences

Media Appearences

Marci Bair, CFP® & Victor Orozco, CSRIC™ are dedicated to educating the public about Financial Planning and Sustainable Responsible Investing.

Below are links to podcasts, articles or awards for each of them:

Marci and Victor Listed as Citywire's 2019 "Must Follow"

Marci and Victor were both nominated for being a top advisor to follow on Twitter and social media by Citywire's Courtney McQuade.

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Marci Bair featured in Citywire's 2019 Women in Wealth

In an interview with Courtney McQuade, Marci talks about her experience in specializing in ESG and working with LGBTQ clients.

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Victor Attends CityWire's 2019 RIA Retreat in Washington, D.C.

Victor Orozco discusses how Bair Financial Planning strives to make clients feel like family. 

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LPL Technology Champion - Victor Orozco, 2019

Victor Orozco was chosen as a 2019 LPL Technology Champion for his knowledge in ClientWorks, Redtail, Client Reporting, Gouping, and Quick View applications. Having been chosen, Victor was available at the LPL Technology booth for any, and all, technology questions at the 2019 LPL Focus conference hosted in San Diego.

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Financial Advisor Magazine, July 5th, 2017

FA Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States.

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U.S. News and World Report, May 30th, 2017

Jimmy Lee tells advisors to diversify across, and within, asset classes to protect themselves. (10 Long-Term Investing Strategies That Work, slide 9).

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The Washington Post, September 6th, 2017

Beth Walker explains why putting your money towards more expensive debt instead of paying off the zero-percent loan is a smarter financial move.

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San Diego Business Journal, August 8, 2016

Marci Bair was interviewed by the San Diego Business Journal regarding Socially Responsible Investing.

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