Team

As the Founder of the Firm, and a CERTIFIED FINANCIAL PLANNER™ Professional, I am responsible for designing and overseeing your Financial Plan and your Investment Portfolios. I personally chose my team members based first on their...

Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive

Jessica is the client relationship manager for Marci Bair and Victor Orozco. She will go above and beyond to make sure that the client’s needs are taken care of. Please contact Jessica if you would like to schedule and confirm...

I assist our advisors in creating and developing the Financial Plans and work with Marci & Victor to create meaningful strategies that aim to secure your future and accomplish your goals. In my spare time I like to go on hikes with my...

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting of Insurance, case design of large insurance strategies and policies. Ray is currently a JD candidate at the Massachusetts School of...

I support our team by collecting all Financial Planning documents and data to create your Financial Plan, and help you set up your personal financial planning website. In my free time I enjoy playing a round of 18, practicing yoga, and...