Marci Bair, Cfp ® (She/Her) Email & Phone Number

Marci has over 30 years of experience in working with Women in Leadership, LGBTQ+ couples and progressive business owners to help them work towards their financial goals and pursue what's important to them.We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions. 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. We create and manage environmentally and socially conscious High Impact Investment Portfolios which give clients an opportunity to align their wealth with their values.As a CERTIFIED FINANCIAL PLANNER™ professional, Marci becomes a client's personal CFO to help relieve a client of the critical personal responsibilities of managing their finances that they don't have the time or interest to do. Using a consultative approach, the goal of our team is to give our clients the guidance they need to help them retire securely and accomplish what is important to them.Marci enjoys giving back and can often be found volunteering at various non-profit organizations. On the weekends Marci and her wife, Catherine, are often at one of their kids basketball or football games or enjoying the beautiful sites of San Diego.Do you have questions about your specific circumstances? I am happy to help. Please feel free to contact us: http://www.bairfinancialplanning.com/p/contact-us.Specialties: Investment Management, Retirement Planning for LGBT Executives, Stock Options, Family Owned Business Planning, Employee Benefits, Executive Benefits, Business Succession.Managing Partner, Founder & CEOCERTIFIED FINANCIAL PLANNER™Series 6, 7, 22 & 63 License held through LPL FinancialCA Insurance License #0A95926Securities offered through LPL Financial, Member FINRA/SIPC.  For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Investment advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor.  The Wealth Consulting Group and WCG Wealth Advisors, LLC 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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.