Bair Financial

Address:

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

Phone:

619-546-4222

Fax:

619-546-6211

Bair Financial Planning Website

bairfinancialplanning.com

 

Marci Bair

Financial Planner/Financial Services Representative

Alondra Escamilla

Financial Planning Assistant

Victor Orozco

Executive Assistant

Emily Preiss

Client Services Assistant


Fides Wealth

Address:

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

Phone:

619-546-4222

Fax:

619-546-6211

Fides Wealth Website

www.fideswealth.com

 

Christopher T. Rand Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

Marc A. Gallo CASL®, AIF®

Partner, Personal CFO

Mario Stadtlander

Personal CFO

Ryan Davis

Personal CFO

Leah Howard

Executive Assistant


Independent Advisors

Christian Chasey

Wealth Advisor, Partner

Adrian P. Concepcion

Wealth Advisor

Alissa Todd

Personal CFO, Wealth Advisor

Darren B. Todd CFP®

Certified Financial Planner™ Professional

Michael Woitkoski

Managing Partner, San Diego

Marci Bair CFP®

Financial Planner/Financial Services Representative
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...

Christian Chasey

Wealth Advisor, Partner
Christian Chasey, CFP® is a 2016-2021* San Diego Five Star Wealth Manager whose clients are a select group of successful business owners and families...

Leah Howard

Executive Assistant
leah@fideswealth.com 619-546-6012 Before Leah joining Fides Wealth Strategies Group, she worked as a solutions specialist at Verizon Communications...

Ian M. Jones AIF®

Partner, Personal CFO
Ian’s philosophy of creating comprehensive plans for all types of markets has resulted in a successful wealth management practice spanning over 20...

William J. Lafleur

Investment Advisor Representative
William LaFleur is solely an investment advisor representative of WCG, The Wealth Consulting Group, and not affiliated with LPL Financial.