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The New Guard: Marci Bair on the Wealth Transition and SRI

I talked with Marci Bair, CFP, CEO, President and founder of Bair Financial Planning, about the impending wealth transfer and SRI.

United statesVictor orozcoKarrie gordonMarci bairAdvisor groupAdvisor inclusion councilCalvert groupCerulli associatesWealth consulting groupBair financial planningVice presidentWealth consultingBair financialSocially responsible investingFinancial planningChanging face

Obstacles the LGBTQ+ Community Faces When Seeking Financial Advice

LGBTQ+ clients desperately need high-quality advisors they can trust.

United statesSan diegoStewart bornhoftBryan peacockMarci bairTamar malinoDana toppelArmy colCommunity needs trusted advisorsSan diego equality business associationJewish family service of san diegoFinancial professionals can be betterCommunity needs trustedPeacock lawRabbi tamar malinoRabbi malino

Are Christian donor advised-funds anti-LGBTQ? | Financial Planning

Are Christian donor advised-funds anti-LGBTQ? | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

West hollywoodUnited statesJana davisMarci bairKristin petrickDavid auten schneider johnSteve chapmanChristopher goodney bloombergRobert bobRachel robasciottiJack casadyJohn auten schneiderMichael kitcesBob dollAnna finkDavid auten schneider

Planner Marci Bair and Justin Harrison at Future Proof

A planner and her son who works in real estate investing discuss the connection between excelling on athletic fields and in financial professions.

United statesMarci bairJustin harrisonTobias salingerFinancial planningProof festivalSan diego basedCorrespondent tobias salingerPractice and client managementWorkplace culture

3 Women Who Are Changing the Financial Industry

Marci Bair, Nicole Casperson, and Georgia Stewart forge their own paths.

New yorkUnited statesUnited kingdomSan diegoCity ofMellody hobsonMarci bairKevin olearyRosie riosChristine kehoeNicole caspersonGloria steinemCambridge universityGreater san diego business associationFuture proofBair financial planning