San Diego, California

Marci Bair, CFP®, President & Founder of Bair Financial Planning and Vice President with the Wealth Consulting Group is a native of San Diego and a CERTIFIED FINANCIAL PLANNER™ Professional with over 23 years of experience in working with LGBT Executives, Female CEO's and attorneys, as well as successful Business Owners to help them work towards their goals and pursue what's important to them.

We also specialize in investing in companies that have a positive impact on our environment, are socially responsible and have high corporate governance policies (ESG). We think different, we invest different. Where investing money meets making a difference.

As a boutique wealth management firm with national resources, Marci and her team have created a comprehensive practice for high net worth individuals and families.

Marci becomes a client's personal CFO to help clients with all of the critical personal responsibilities of managing their finances that they don't have the time or interest to do. This would include managing their investment portfolio, stock options, retirement plans, personal and corporate insurance and employee benefits.

Using a consultative approach, the goal of our team is to give our clients the guidance they need to help them retire securely and accomplish what is important to them.

Marci is often called upon to speak to corporations and associations on a variety of financial and retirement planning subjects. She is also well respected in the San Diego community and has been recognized by many organizations throughout the years for her community involvement and business success.

Marci is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Securities Registrations: Series 6, 7, 22 & 63, Registrations held through LPL Financial, and also holds Health, Life & Disability Insurance licenses.

On the weekends you can find Marci and her wife enjoying the San Diego weather, and watching their kids play in their football or basketball games, or on the golf course.

Marci Bair is a registered representative with and securities offered through LPL Financial. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group, and Bair Financial Planning are separate entities from LPL Financial.

The return on ESG investments may be lower than if the adviser made decisions based solely on investment considerations.

CA Insurance License:  0A95926

Alondra graduated from San Diego State University in December 2019 with a bachelor’s degree in International Business. She worked in the mortgage industry for two years as a processor and an underwriter. She studied abroad at Universita Luigi Bocconi in Milan, IT, where she focused on International Finance.
 
She enjoys going to the movies, concerts, and Disneyland during her free time. She also enjoys trying new restaurants and spending time with Lionel, her cat.

Bachelor of Science, Finance

Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial.

Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive analysis on investment portfolios. Victor has been working with Bair Financial Planning for over 13 years. He graduated from San Diego State University in 2006 with a Bachelor's of Science in Finance. 

Victor’s goal is to uphold Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions”. Victor's zeal for solving puzzles and creating relationships with people gave him the fundamental tools to truly be passionate about what he does day in and day out for our clients. He sits on the Investment Strategy Committee for the Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating investment options. This can give clients an opportunity to align their wealth with their values.

You can find Victor and his wife, Bethel, in their neighborhood of Little Italy. If you need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood, they are your people. They both love to travel. From Bora Bora to Boston, they are always on the move. However, when it comes to their sports teams they do not always see eye to eye. Bethel cheers on all teams Boston. Victor roots on the Los Angeles Dodgers, New Orleans Saints (he is a recent San Diego Charger convert), and of course his San Diego State Aztecs!

Victor Orozco is a registered representative with LPL Financial.

As a member of the Bair Financial Planning team, I provide essential administrative and operational support to our clients and the team. With a focus on enhancing the client experience, I assist in preparing the team for meetings, maintaining relationship management systems, executing on a range of client requests, and optimizing internal processes.

Originally from California, I bring a diverse background to Bair Financial Planning. After a successful career in executive recruitment, higher education, and startups in the U.S. and Asia, I decided to pivot my career toward my long-standing passion for financial planning.

With a Bachelor's degree from UC Santa Barbara and a dual Master's Degree in Global Economic History and Global Studies from the London School of Economics and the University of Leipzig, I have gained valuable insights and skills that contribute to our clients' financial well-being.

During my time in Asia, I had the privilege of leading admissions for the Asia School of Business in Collaboration with MIT Sloan and co-founding a boutique indoor cycling, strength and conditioning studio called Clubaloha.

Outside of work, I love traveling, exploring the ocean, spicy food, and spending quality time with my partner and our Rhodesian Ridgeback puppy!

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every client. In January 2015, Chris co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Chris remains dedicated to his clients’ needs. He works primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

Chris holds some of the industry’s highest designations and educational credentials. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science degree in business finance from San Diego State University, and a Master of Science degree in financial services from the American College of Financial Services. Chris went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021 from the American College of Financial Services. He has represented the financial planning profession for more than two decades. He has served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. He was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018) and their Commission on Sanctions and Fitness (2021 to present).

Chris is dedicated to supporting his fellow professionals in a variety of volunteer roles. He represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils.  He also enjoys supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. He and his wife Karen are San Diego natives who now live in the Mount Helix area with their three daughters Addisyn, Piper & Marissa.

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

Christopher Rand is solely an investment advisor representatives through WCG Wealth Advisors, LLC and is not affiliated with LPL Financial.

With almost twenty years of experience in the financial services industry, Marc is a professional who cares about the best interests of his clients. Marc prides himself on the meticulous care and attention he gives every client. In January of 2015 Marc co-founded Fides Wealth Strategies Group. While researching the appropriate name for our new firm we found that the Roman concept of fides meant reliability or a sense of trust between two parties. It seemed to be a solid meaning of who we are and appropriately represents us.

Marc’s practice has developed from assisting clients with their long-term care insurance needs to comprehensive financial planning. "I had clients who were getting advice from their CPA, attorney, and their broker. I feel there is a lot of overlap in these three disciplines. What I found is that the vast majority of people are looking for an adviser to bring together all of this. They want someone who can work with their professionals and ultimately provide them with a comprehensive financial plan which is both practical and useable."* Marc then took this experience to the airwaves where he co-hosted "Your Family Matters" Saturday’s at 12:00 p.m. on KCBQ AM 1170 for seven years. Marc has been a featured seminar speaker on planning techniques and also many venues as part of his role on KCBQ and KPRZ radio.

A San Diego native, Marc, his wife Kim, and seven children live in the Rancho San Diego area.

CA Insurance License #0C15262

Marc Gallo offers investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. WCG, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities from LPL Financial.   

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

Marc A. Gallo is solely an investment advisor representative of WCG, The Wealth Consulting Group, and not affiliated with LPL Financial.

Carol Ann has been in the financial services industry for 7 years and she is passionate about helping clients work toward attaining their goals. A teacher at heart, she enjoys guiding clients through the process of discovering their path toward dignified retirement, providing an education for dependents, legacy creation, or simply demystifying the investment world. Through conversation and discovery, Carol Ann tries to address the elements that are very often unfamiliar to clients, so that together they may move toward realizing and prioritizing the necessary steps for success. Carol Ann holds Series 6 and 63 securities registrations through LPL Financial and a Series 65 license through WCG Wealth Advisors. She also holds her Life and Health Insurance license in the state of California.

In her leisure time, Carol Ann enjoys reading, baking, entertaining and all forms of exercise. She happily lives in Rancho San Diego, with her husband, Morgan, and their dog Quinn. Carol Ann’s two grown sons and stepson are her absolute and purest joy.

CA Insurance License # 0I97891
 
Carol Ann Donahue is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and Fides Wealth Strategies Group are separate entities from LPL Financial.

Ryan joined our team in early 2021, bringing nine years of experience in the financial services industry. Ryan started his career at North Island Credit Union, working out of branches all over San Diego and eventually became the only remotely based financial advisor, covering both San Diego and Los Angeles territories. During his time as the remote advisor, Ryan learned how to effectively utilize financial technology to support clients and this experience became invaluable during the pandemic when many advisors and clients were forced to work remotely on investment and retirement planning. Combining his knowledge from both the banking and investment management worlds, he now serves FIDES clients with dedication and detail-oriented care. FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries. We have experience in the following areas:

• Comprehensive Financial Planning
• Tax Advantaged Investment Planning
• Insurance
• Benefits Plans for Business Owners & Employees
• Estate Planning
• Tax Conscious Strategies
• Fee Based Asset Management Account

Ryan is passionate about educating clients in investing and retirement planning. He believes that these concepts give clients confidence in their plans and help them to pursue their long-term goals.
 
A San Diego native, Ryan and his girlfriend Katie live in La Mesa, and you can often find him hiking around the local trails or spending time with his family.