“… we’re still, I would say like a generalist when it comes to financial planning, because we see clients in all phases of their lives and stages and create a comprehensive financial plan for them. Where we specialize in is like the niche of who we work with as well as some of our investment philosophies, which we’ll get into later about the sustainable, responsible or ESG investing.”
– Marci Bair, CFP®
Sometimes, one niche isn’t really narrow enough to drive the kind of growth that true specialization can, so our guest in this episode chose two, both who she works with, and what she offers them, in the fascinating episode about not only selecting your client base by who you are and who you can help best, but also by how you invest their funds, as Marci Bair shows us how she serves the LBGT community ably, and does the planet some good as well with ESG portfolios available for clients across the board.
Marci Bair CFP®, president and founder of Bair Financial Planning and vice president with the Wealth Consulting Group is a native of San Diego and a certified financial planner. With over 28 years of experience, working with the LGBT executives, female CEOs and attorneys, as well as successful business owners to help them work towards their goals and pursue what’s important to them. Marci often called upon to speak to corporations and associations on a variety of financial and retirement planning subjects. She’s also well-respected in the San Diego community and has been recognized by many organizations throughout the years for her community involvement in business success.
Marci is a CFP® and holds securities registrations series 6, 7, 22 and 63. And those registrations are held through LPL financial and health life and disability insurance licenses.