CA Insurance License #0A95926
Marci Bair, CFP®, President & Founder of Bair Financial Planning and Vice President with the Wealth Consulting Group is a native of San Diego and a CERTIFIED FINANCIAL PLANNER™ Professional with over 29 years of experience working with LGBT couples and female executives, as well as successful Business Owners to help them work towards their goals and pursue what's important to them.
Bair Financial Planning specializes in investing in companies that have a positive impact on our environment, are socially responsible and have high corporate governance policies (ESG). We think differently, so we invest differently. This is where investing money meets making a difference.
As a boutique wealth management firm with national resources, Marci and her team have created a comprehensive practice for high-net worth individuals and families.
Marci becomes a client's personal CFO to help them with all the critical personal responsibilities of managing their finances that they don't have the time or interest to do. This includes managing their investment portfolio, employer stock options, retirement plans, personal and corporate insurance and employee benefits.
Using a consultative approach, the goal of the team is to provide our clients the guidance they need to retire securely and accomplish what is important to them.
Marci is often called upon to speak to corporations and associations on a variety of financial and retirement planning subjects. She is also well respected in the San Diego community and has been recognized by many organizations throughout the years for her community involvement and business success.
Marci is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Securities Registrations: Series 6, 7, 22 & 63, Registrations held through LPL Financial, and also holds Health, Life & Disability Insurance licenses.
On the weekends you can find Marci and her wife enjoying the San Diego weather, and watching their kids play football or basketball, or on the golf course.
WCG Wealth Advisors, Bair Financial Planning, The Wealth Consulting Group and LPL Financial are not affiliated with the above named entities.