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Marci Bair, CFP ® (she/her)

Over 29 years working with Female Leaders, LGBTQ+ Couples & Progressive Business Owners to align their investment portfolios with their values and provide Fee Base Financial & Retirement Planning.
San Diego, California, United States
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Profile Image for Marci Bair, CFP ® (she/her)

Marci Bair, CFP ® (she/her)

Over 29 years working with Female Leaders, LGBTQ+ Couples & Progressive Business Owners to align their investment portfolios with their values and provide Fee Base Financial & Retirement Planning.
San Diego, California, United States
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Marci Bair, CFP®, is a highly experienced professional who has been working with female leaders, LGBTQ+ couples, and progressive business owners for over 29 years. She is the Founder, Managing Partner, and CEO of Bair Financial Planning, which offers comprehensive wealth management services to high net worth individuals and families across the nation. Bair and her team focus on building trusted relationships with clients, allowing them to delegate the critical personal responsibilities of managing their finances.

Bair has earned the CERTIFIED FINANCIAL PLANNER™ certification and holds Series 6, 7, 22, and 63 licenses through LPL Financial. As a consultative advisor, she offers guidance to clients in investment management, retirement planning for LGBT executives, employee benefits, executive benefits, business succession, and more. Perhaps most impressively, Bair offers environmentally and socially conscious High Impact Investment Portfolios, which allow clients to align their wealth with their values.

Bair has served as Chairperson for South Bay Alliance and was a Board Member for the Greater San Diego Business Association. She is an active volunteer across various nonprofit organizations and has a personal interest in giving back to her community. In her free time, Marci can be found with her wife, Catherine, enjoying the beautiful sights of San Diego or watching their kids play basketball or football.

This public profile is provided courtesy of Clay. All information found here is in the public domain.