Bair Financial Planning Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

We are an independent wealth management firm founded over 30 years ago, and located in San Diego with clients all over the country. Our firm specializes in helping women in leadership, LGBTQ+ families and their allies, and progressive-minded business owners make important financial decisions that impact their future. By providing fee-based financial planning and investment management services, we are able to help you work towards your goals. We believe that as a conscious business leader we can make a positive impact through environmental, social and corporate governance initiatives. With this in mind, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios have sustainability in mind during the investment selection process as we evaluate environmental, social, and governance metrics. Our core values are centered around trust and open communication. We pride ourselves on the long-term trusted relationships we have with our clients and put them in the center of everything we do. We surround ourselves with diverse team members who understand that our only existence is to serve our clients. 

Let us know how we can best serve you and your financial needs!

Do you have questions about your specific circumstances? We are happy to help. Please use this link to set up a free phone call to discuss your individual situation: 
► https://go.oncehub.com/BairFinancialPlanningCalendar

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Bair Financial planning are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which I we are registered to do business, please visit www.BairFinancialPlanning.com.

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