Bair Financial Planning Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Bair Financial Planning is an independent wealth management firm based in San Diego, California. For more than three decades, it has served clients across the United States by providing fee-based financial planning and investment management services, with a focus on aligning investment decisions with clients’ values through its High Impact Portfolios that consider environmental, social, and governance factors. The firm targets individuals and groups such as women in leadership, LGBTQ+ families and their allies, and progressive-minded business owners, aiming to address financial decision-making that supports long-term goals. Operating within the financial services industry, the company emphasizes trust, open communication, and long-term client relationships, and positions itself as a conduit for conscious business leadership and client-centered service. The organization operates from its San Diego location and notes multiple entities are involved in its advisory and brokerage framework, with securities offered through LPL Financial and investment advice provided by affiliated advisory firms.

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