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Marci Bair
Financial Planner, Philanthropist

Marci Bair, (www.BairFinancialPlanning) is a CERTIFIED FINANCIAL PLANNER™ professional and is the President of Bair Financial Planning, an independent San Diego Wealth Management firm founded over 25 years ago. She specialize in helping female CEOs, LGBT families and successful business owners make important financial decisions that impact their future. She also works with Individuals, Non-Profits, Foundations and Family Offices to align their investment portfolios in Socially & Sustainable Investment Portfolios.

Marci is well respected in the community and has worked with many non-profit organizations throughout the years from social justice to women in business. She Founded South Bay Pride Art & Music Festival and was a founding member of Family Matters, as well as the San Diego Chapter of the Ellevate Network. Marci is passionate about educating women on finances and investing, and is a popular guest on several radio shows as well as a frequent speaker at workshops educating the public on a variety of Financial Planning topics. She is a Certified Women Owned & Certified LGBT Owned Business Enterprise.

Marci believes as a Socially Conscious business owner it is her duty and responsibility to be an example of how a business can thrive while at the same time being a good corporate citizen, by putting her clients first, treating her employees with respect and supporting the environment with her company’s sustainable practices . As a Financial Planner she is committed to educating investors that they have a choice to support companies that are socially responsible through her High Impact Portfolios that she manages.

She is the honored recipient of multiple awards including Small Business of the Year, awarded by former CA State Senator, Christine Kehoe. 40 Under 40 Award by the Metropolitan Magazine, Business of the Year from the Greater San Diego Business Association. Woman of the year from the San Diego LGBT Center and Champion of Pride by San Diego LGBT Pride.

You can reach Marci Bair at Marci@BairFinancialPlanning.com or check out her website at www.BairFinancialPlanning.com