NEW Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.
Our conversation traces Marci’s early career, her attitude that enables her to “bloom where she is planted” and her early authenticity. We discuss her interests in sports and the coaching that brought two sons to collegiate level athletes. We move then to discuss her financial planning practice and the inclusive culture that she creates. We also discuss what it means to invest in accordance with values and discuss how values and implementing them are evolving as concepts in the financial planning industry.
