We are an independent San Diego wealth management firm founded over 29 years ago. We specialize in helping women in leadership, LGBTQ+ families, and successful business owners make important financial decisions that impact their future. We believe that as a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate governance (ESG).
With this said, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process. Our core values are centered around trust and open communication. We pride ourselves on the long-term trusted relationships we have with our clients and put them in the center of everything we do.
With this said, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process. Our core values are centered around trust and open communication. We pride ourselves on the long-term trusted relationships we have with our clients and put them in the center of everything we do.
Services
We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions. Bair Financial Planning is a San Diego Wealth Management Firm. Since 1992 we have been specializing in helping females in leadership, LGBT Families and successful business owners make important financial decisions that impact their future.
As the Founder of the Firm, and a CERTIFIED FINANCIAL PLANNER Professional, I am responsible for designing and overseeing your Financial Plan and your Investment Portfolios. I personally chose my team members based first on their. Partner, Chartered SRI Counselor Bachelor of Science, Finance CA Insurance License #0F06485 Series 7 registration held through LPL Financial.
Depending on your unique situation we offer several levels of service. Below is a general outline of our solutions and their associated fees, contingent on the amount of investment assets we manage for you and your family. Be sure to review our Bair Financial Planning 5 Step Process to get a clearer picture on how we work with you and what is included in a financial plan.
Just like our clients need a professional team of advisors to help them pursue their goals, we do too. We firmly believe that a strong team and partners help make our company stronger and provide us with the support and resources the allow us to be better advisors and wealth managers for our clients.
As CERTIFIED FINANCIAL PLANNER Professionals, our process begins with getting to know you really well. We want to understand what makes you tick, and what is most important to you personally and financially. We will create a safe and comfortable environment for you, so you can share not only your financial goals, but also topics that you may be concerned with or scared about.
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