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

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...

Gabriel (Gabe) is a team member of The Wealth Consulting Group’s Advisor Resource Center (ARC) and he has obtained the CERTIFIED FINANCIAL PLANNER™ designation. Gabe has several years of experience in multiple areas of...

Rafael Melendez is a Financial Planning Coordinator at The Wealth Consulting Group. He will be a first-generation graduate of San Diego State University with a degree in Financial Services and certificate in Financial Planning. At SDSU...

I have over 22 years of industry experience helping clients work towards solving complex insurance and estate planning issues. I have experience in advanced insurance underwriting, case design, and...

On our team, I support Marci and Victor in management of clients to ensure each client gets a top notch customer service experience. I graduated from George Mason University with a Bachelor of Science in Global Affairs, and the...