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Podcast Archives: Lifestyle Diversity

Episode 262 | June 23, 2024

Top Advisors Give Strategies for LGBTQ & Multiple Generation Clients

Marci Bair, CFP® & Victor Orozco, CFP®, CSRIC®, Bair Financial Planning

Bair Financial Planning has been offering investment and lifestyle financial advisory services to clients for 20 years! Initially focused on the LGBTQ community in San Diego, CA, Marci Bair broadened the scope of her firm’s life planning and asset management advice when Victor Orozco joined the firm a decade ago. They now have clientele across […]

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