Broker Check

Team

We believe our team is the best in the business. The culture of our firm is very important to us. We have hand selected each team member first based on their desire to serve our clients, and then based on their skills and experience.

We also believe in purposely cultivating a team of diverse backgrounds, races, ages, and experience to gain a broader perspective to serve our clients. We feel this allows us to relate better to our clients, stay relevant and in turn allows us to serve our clients at a higher level.

Each team member is empowered and invested in the process of helping our clients pursue their financial goals and dreams.

 

Marci Bair, CFP®

President and CERTIFIED FINANCIAL PLANNERâ„¢

(619) 546-6160

Marci@BairFinancialPlanning.com

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...

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Victor Orozco

Managing Partner, Director of Operations

(619) 546-6165

Victor@BairFinancialPlanning.com

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

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Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

(619) 546-6160

Amber@wealthcg.com

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...

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Gabe Adams, CFP®, Manager, Financial Planning

CERTIFIED FINANCIAL PLANNER â„¢ Professional, Advisor Resource Center

619-269-5785

gadams@wealthcg.com

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...

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Rafael Melendez

Financial Planning Coordinator, Advisor Resource Center

619-546-6098

rmelendez@wealthcg.com

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...

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Ray Bell

Advanced Insurance Specialist

(619) 546-6160

Rbell@wealthcg.com

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...

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Colleen Mikus

Client Service Manager

(619) 546 - 6147

colleen@bairfinancialplanning.com

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...

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