Team
Marci Bair, CFP®
President and CERTIFIED FINANCIAL PLANNER™
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
Managing Partner, Director of Operations
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
Amber Kodad, CFP®, MBA
Director, Advisor Resource Center
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...
Gabe Adams, CFP®
CERTIFIED FINANCIAL PLANNER ™ Professional, Advisor Resource Center
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
Financial Planning Coordinator, Advisor Resource Center
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...
