19 min

Marci Bair, CFP® of Bair Financial Planning - Coaching Sports and Financial Outcomes aligned with Values Fiftyfaces Focus 2024 Pride Special

    • Careers

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.You can read more about Bair Financial Planning on their website www.BairFinancialPlanning.com  Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide..

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.You can read more about Bair Financial Planning on their website www.BairFinancialPlanning.com  Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide..

19 min