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Marci Bair, CFP ® (she/her)

Managing Partner, Founder & CEO at Bair Financial Planning

Marci Bair is a seasoned financial professional and the Managing Partner, Founder, and CEO of Bair Financial Planning, based in San Diego, California. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 30 years of experience in the financial planning industry. Her expertise focuses on working with women in leadership, LGBTQ+ couples, and progressive business owners to align their investment portfolios with their values and financial goals.1

Bair Financial Planning, which she founded in April 1992, operates as a boutique wealth management firm, providing comprehensive financial and retirement planning services. The firm emphasizes impact investing and sustainable wealth management, catering primarily to high-net-worth clients.1

In addition to her financial planning role, Marci Bair holds several securities registrations and insurance licenses, allowing her to offer a range of financial services through LPL Financial and WCG Wealth Advisors, LLC.1

Highlights

Aug 29 · linkedin

I know LinkedIn is for business....but I'm too proud not to post a pic of our youngest son, Quentin Harrison & his graduation from the San Diego Police Academy and joining the Chula Vista Police Department. We are so proud of you! ❤️#ProtectandServe #CVPD

Aug 13 · linkedin

🏳️‍🌈 LPL Financial Pride Advisor Happy Hour at our annual conference. Thanks to all that joined us & Kevin Healy at Goldman Sachs as well as Nationwide for sponsoring our event.

We appreciate your support!

#LPLFocus #LPLInclusion #LPLAdvisors #StrongerTogether #Pride #LGBTQ+ #Allies

Richard Dickson, MBA, CFP® Allie Schmidt, CFP ®, CPA Jeremy Gussick, MBA, CFP® Beth Csengody Shannon Foreman Lori Hable Shannon Greene Felix Gutierrez Byron W. Hancock, CFP®, AIF® Gary A Klein, CFP® Simon Hobbs Ivan Illán, AIF®, CFS® John Hutto Emily Preiss Alondra C Escamilla

Related Questions

What inspired Marci Bair to start Bair Financial Planning?
How does Marci Bair tailor financial planning for LGBTQ+ couples?
What are some notable achievements of Marci Bair in her career?
How does Marci Bair integrate impact investing into her clients' portfolios?
What sets Bair Financial Planning apart from other wealth management firms?
Marci Bair, CFP ® (she/her)
Marci Bair, CFP ® (she/her), photo 1
Marci Bair, CFP ® (she/her), photo 2
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Experience

Managing Partner, Founder & CEO at Bair Financial Planning (Apr 1992 - Present)
Chairperson at South Bay Alliance (2005 - 2011); Board Member at Greater San Diego Business Association (Apr 1995 - Aug 1999)

Education

Christian High School (1980 - 1984); College for Financial Planning, CFP ® in Financial Planning (1997 - 1999)

Location

San Diego, California, United States