Bair Financial Planning

About Bair Financial Planning

We are an independent wealth management firm founded over 30 years ago located in San Diego with clients all over the country. Our firm specializes in helping women in leadership, LGBTQ+ families and their allies, and progressive-minded business owners make important financial decisions that impact their future. By providing fee-based financial planning and investment management services, we are able to help you work towards your goals. We believe that as a conscious business leader we can make a positive impact through environmental, social and corporate governance initiatives. With this in mind, we have created our High Impact Portfolios to align our clients' money with their values. These portfolios have sustainability in mind during the investment selection process as we evaluate environmental, social, and governance metrics. We pride ourselves on the long-term trusted relationships we have with our clients and put them in the center of everything we do. Let us know how we can best serve you and your financial needs! Please use this link to set up a free phone call to discuss your individual situation: ► https://go.oncehub.com/BairFinancialPlanningCalendar Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Bair Financial planning 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 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. www.finra.org For a list of states in which we are registered to do business, please visit www.BairFinancialPlanning.com.