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

 Managing Partner

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

Carol Ann Donahue AIF®, ChFC®

Financial Advisor

Mario Stadtlander

Personal CFO

Ryan Davis

Personal CFO

Leah Howard

Executive Assistant

Independent Advisors

Christian Chasey

Wealth Advisor, Partner

Adrian P. Concepcion

Wealth Advisor

Ian M. Jones

Partner, Personal CFO

Alissa Todd

Personal CFO, Wealth Advisor

Darren B. Todd CFP®

Certified Financial Planner™ Professional

Michael Woitkoski

Managing Partner, San Diego

Paul S. Lim

Certified Financial Planner™ Professional

Emily Preiss

Client Services Assistant
Bair Financial
emily@bairfinancialplanning.com
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...

Mario Stadtlander CFP®

Personal CFO
mario@fideswealth.com 619-546-9356 While studying at The University of San Diego, Mario spend the summer of 2017 interning at The Wealth Consulting...

Darren B. Todd CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
darren@wealthcg.com
Darren is a CERTIFIED FINANCIAL PLANNER ™ Professional with the Wealth Consulting Group. He has over 25 years of Investment and Financial Planning...

Alissa Todd

Personal CFO, Wealth Advisor
alissa@wealthcg.com
Growing up, I had little knowledge of investing or personal finances until my college internship at a wealth management company. It was there that I...

Michael Woitkoski

Managing Partner, Personal CFO
michael@wealthcg.com
Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming… As your Personal...

Ryan Davis

Personal CFO
rdavis@fideswealth.com
Ryan joined our team in early 2021, bringing nine years of experience in the financial services industry. Ryan started his career at North Island...