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Bair Financial Planning

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bair financial planning is a san diego wealth management firm. since 1992 we have been specializing in helping female ceo’s, lgbt families and successful business owners make important financial decisions that impact their future. we are a team of experienced wealth advisors that love what we do, providing impact investing for sustainable wealth. we pride ourselves in creating a safe and comfortable environment where our clients can be open and honest about who they are to share what concerns them and what is important to them and their family. we were founded with the goal of providing quality advice, which is why we have an alliance with lpl financial and the wealth consulting group to provide additional resources for our team and our clients. what excites us is seeing our clients pursue their personal & financial goals to make a meaningful impact with their life and within our community. our custom investment portfolios are designed with the goal to help you align your values with y

Headquarters:
7676 Hazard Center Drive, Suite 1050, San Diego, California, United States, 92108
Industry:
Financial Services
Founded:
1992
Employees:
6
Annual Revenue:
-

Type: Private
Ticker: -
United States 6
Women in WealthCustom Investment PortfoliosFinancial PlanningLGBT Family Finance

Frequently asked questions about Bair Financial Planning

Let us help answer the most common questions you might have.

Where is Bair Financial Planning located?

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Bair Financial Planning's headquarters is located at 7676 Hazard Center Drive, Suite 1050, San Diego, California, United States, 92108

What is Bair Financial Planning's official website?

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Bair Financial Planning's official website is bairfinancialplanning.com

How many employees does Bair Financial Planning have?

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Bair Financial Planning has 6 employees

What industry does Bair Financial Planning belong to?

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Bair Financial Planning is in the industry of: Financial Services

What are Bair Financial Planning's social media links?

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Bair Financial Planning Facebook page
Bair Financial Planning Twitter page
Bair Financial Planning Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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