Bair Financial Planning

About Our Firm

Bair Financial Planning is an independent financial planning firm based in San Diego, California, with over 30 years of experience. We work with clients across the country to create personalized financial plans that align with their unique goals and values. Our mission is to empower individuals and families to achieve financial clarity and security.

Our Values

Our core values guide our actions and decisions:

• Client-centeredness: We prioritize understanding your individual needs and aspirations.
• Transparency and accountability: We believe in open communication and providing clear information every step of the way.
• Sustainability and Advocacy: We advocate for financial practices that align with environmental and social values.
• Empowerment and collaboration: We believe financial planning should be a shared journey, not a destination.

Meet the Team

Marci Bair, CFP and Victor Orozco, CFP, CSRIC are experienced financial planners with a proven track record of success in helping clients achieve their financial goals. Their expertise, coupled with a dedicated team of professionals, ensures comprehensive and personalized guidance.

How We Can Help

We offer a wide range of services to meet your diverse financial needs, including:

• Financial Planning: Creating a personalized roadmap to achieve your financial goals.
• Investment Management: Building and managing a portfolio aligned with your values and risk tolerance.
• Sustainable Investing: Investing in companies and funds with strong environmental, social, and governance practices.
• Retirement Planning: Secure your future with customized plans for retirement savings and income generation.
• Estate Planning: Ensuring your assets are protected and distributed according to your wishes.

Our Approach

We believe financial planning should be a collaborative process. We work closely with you to:

• Understand your financial goals and values
• Assess your current financial situation
• Develop a customized plan to reach your goals
• Implement and monitor your plan over time

Get Started Today

We'd love to learn more about you and explore if we're a good fit to work together. Contact us to schedule a complimentary consultation and take the first step towards achieving financial clarity and security with Bair Financial Planning.