Marci Bair, CFP ® (she/her)

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