Marci Bair
Over 30 years working with Women in Leadership, LGBTQ+ Couples & Progressive Business Owners to align their investment portfolios with their values and provide Fee Base Financial & Retirement Planning.
- Role
- Managing Partner, Founder & CEO at Bair Financial Planning
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Marci Bair
Marci has over 30 years of experience in working with Women in Leadership, LGBTQ+ couples…
Experience
Managing Partner, Founder & CEO
Apr 1992 — Present
Impact Investing for Sustainable Wealth •Marci Bair, CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in working with LGBT Executives, Female CEO\'s and attorneys, as well as successful Business Owners to help them work towards their goals and pursue what\'s important to them.Securities Registrations: Series 6, 7, 22 & 63Registrations held through LPL FinancialInsurance Licenses: Health, Life & Disability InsuranceMarci Bair is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"Contact and Personal Info\" section above. Investment advice through WCG Wealth Advisors, LLC a registered investment advisor. Bair Financial Planning, WCG Wealth Advisors, LLC and The Wealth Consulting Group 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.
Skills
- Financial Planning
- Entrepreneurship
- Business Planning
- Estate Tax Planning
- Strategic Financial Planning
- Leadership
- Term Life Insurance
- Small Business
- Health Insurance
- Leadership Development
- Customer Service
- Long-Term Care
- Fixed Annuities
- Healthcare
- Project Planning
- Retirement Planning
- Strategy
- Employee Benefits
- Marketing
- Wealth Management
- Critical Illness
- Disability Insurance
- Life Insurance
- Sales
- Public Speaking
- Coaching
- Fundraising
- Long Term Care Insurance
- Retirement
- Succession Planning
- Wealth
- Estate Planning
- Budgets
- Finance
- Strategic Planning
- Insurance
- Asset Allocation
- Training
- Nonprofits
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