Team
Marci Bair, CFP®
President and CERTIFIED FINANCIAL PLANNER™
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...
Victor Orozco, CSRIC™
Managing Partner, Chartered SRI Counselor
Victor@BairFinancialPlanning.com
Jasmine Maldonado
Administrative Assistant
Jasmine is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide support on administrative...
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...
Matthew Pierce, CFA®
VP, Trading and Research
Matthew joined the Wealth Consulting Group in August of 2010 and has served as the Vice President of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment department charged with...
Kathleen Talamayan
Financial Planning Coordinator
619-546-6211
Mario Stadtlander
Associate, Research, Trading, and Financial Planning
While studying at the University of San Diego, Mario spent the summer of 2017 interning at The Wealth Consulting Group. He graduated in 2019 with double majors in Finance and Business Economics. Mario is also an alumni of the business...