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Marci Bair
President & Founder at Bair Financial Planning

Profile

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™ with over 27 years of experience in working with LGBT Executives, female CEOs and attorneys, as well as successful business owners to help them work towards their goals and pursue what's important to them.  

They also specialize in managing High Impact Portfolios which are professional managed investment portfolios that invest in companies that have a positive impact on the environment, are socially responsible and have high corporate governance policies.  Where making 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 relieve a client of all of the critical personal responsibilities of managing their finances that they don't have the time or interest to do.  This would include managing their investment portfolio, stock options, retirement plans, personal and corporate insurance and employee benefits.

Using a consultative approach, the goal of their team is to give clients the guidance they need to help them 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™ and holds Securities Registrations: Series 6, 7, 22 & 63, Registrations held through LPL Financial, and 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 in their football or basketball games, or on the golf course.

Marci Bair's Network

Agenda Sessions

  • ESG & The Future of the Financial Advisory Landscape

    4:50pm