Partner, Chartered SRI Counselor
Bachelor of Science, Finance
CA Insurance License #0F06485
Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors.
Victor Orozco is one of the managing partners at Bair Financial Planning. His role at the firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive analysis on investment portfolios. Victor has been working with Bair Financial Planning for over 16 years. He graduated from San Diego State University in 2006 with a Bachelor of Science in Finance.
Victor’s goal is to uphold Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions”. Victor's zeal for solving puzzles and creating relationships with people provides him the fundamental tools to truly be passionate about what he does day in and day out for our clients. He also sits on the Investment Strategy Committee for the Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating investment options. This gives clients an opportunity to align their wealth with their values.
You can find Victor, his wife, Bethel, and their daughters in their neighborhood of Little Italy. If you need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood, they are your people. They enjoy taking their daughters to the beach and the park. When it comes to their sports teams the couple do not always see eye to eye, as Bethel cheers on all teams Boston, while Victor roots on the Los Angeles Dodgers, New Orleans Saints, and of course his San Diego State Aztecs!