BairFinancialPlan
@BairFinancialImpact Investing for Sustainable Wealth #SociallyResponsibleInvesting #ESG #ImpInvSecurities offered through LPL Financial, Member SIPC https://t.co/lCWafZDyu8
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@V_I_C_T_O_R___
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As we gather to share a meal and give thanks, let's also reflect on the importance of financial stability and generosity. May your Thanksgiving be filled with warmth, joy, and abundant blessings. #Thanksgiving #Gratitude #BairFinancialPlanning
Get your delicious Thanksgiving Pie & support Mama's Kitchen 🥧 You can buy your pie or make a donation here: mamaspies.org/seller/marci-b… You can also order a virtual pie as a donation! Each pie purchased provides 12 meals for critically ill San Diegans.
On this Veteran's Day, we pause to honor and thank the brave service members who have served our country. Your dedication and sacrifices have paved the way for the freedoms we enjoy today. #VeteransDay #HonorOurHeroes #BairFinancialPlanning
Please help us congratulate and celebrate Emily & Paige's wedding! 💒 They were married on a family farm in front of many friends, family members and their dog Jolene. 🐶 We wish them many happy and joyus years. ❤️❤️
#BairVlog - Monthly Update November 2024 youtu.be/AKsAO9vgPGg?si… via @YouTube
Quoted last week @investmentnews around the timing of harvesting gains / losses for pre / post TCJA environments - assuming the sunset Thanks Gregg Greenberg and Kendra Galante for the opportunity to weigh in investmentnews.com/tax/the-trump-… #TCJA #Tax #FinancialPlanning #Investments
💃🏻 Gracias to everyone behind @SERLatinoSummit Conferences can help develop thoughts on strategies, operations, CE credits … but none ignite a greater sense of purpose with soul-fulfilling connections like SER. It’s truly a gathering that must be experienced 🪄 🔥
Excited to reconnect with the @SERLatinoSummit community later this week! Great work on the pre-conference surprise Vanessa and crew! If you are not familiar with their work - check them out here: sersummits.com
Things are heating up in the office with the coming @Padres @Dodgers series ... #BairVlog - Monthly Update October 2024 youtu.be/SNr52cHldTY?si… via @YouTube
Aloha mode activated 🌺 - see you in a couple hours for this year’s client celebration 🥳
Thank you @eMoneyAdvisor for the spotlight and opportunity to share my voice 📣 #HispanicHeritageMonth
🎉Join us as we celebrate #HispanicHeritageMonth, amplifying the voices of Hispanic and Latinx financial planning professionals—including @V_I_C_T_O_R___ CFP®, CSRIC®, a contributor to the eMoney Heart of Advice Blog. @BairFinancial 👇🏽 Read more of Victor’s insights here:…
🏝️ Aloha vibes are strong this week as we get set to see you at our Annual Client Celebration this Thursday! 🌅 Bring your favorite Hawaiian shirt and let's have a great time with the community you are helping us build. #ClientAppreciation #FinancialPlanning #Community
Informative lunch today put on by @fpasandiego on practice transitions and succession planning. 🤯 There are 80+ buyers for every seller when it comes to advisor practices 💥 Average age of an advisor is 59 ⏳ Average age an advisor sells their practice is 67
Viva Mexico! Mexican Independence Day is celebrated on September 16th each year. This day marks the anniversary of the start of Mexico’s fight for independence from Spanish rule, which began in 1810. #MexicanIndependenceDay #VivaMexico #IndependenciaDeMexico
"Standing on the shoulders of giants" This week I was honored to have a few moments to talk with one of those giants. @louisbarajas contributions are countless as the 1st OG Latino CFP® (there are about 3k currently). Thank you for the path created See you at @SERLatinoSummit
New blog post from our website 📰 bairfinancialplanning.com/blog/the-u-s-e…
#BairVlog - Monthly Update September 2024 youtu.be/O783KaB6f5k?si… via @YouTube
"And I remember drawing a line in the middle of my brain and putting those that I thought were dead on one side and those that I thought had a chance on the other." -Adrienne Walsh, First Responder #NeverForget #InRemembrance
At Bair Financial Planning, we recognize the value of hard work and financial security. As we take this day to relax and reflect, let's appreciate the efforts that build and sustain our communities. #LaborDay #ThankYouWorkers #BairFinancialPlanning #CommunityStrength
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Who to follow
-
Victor Orozco, CFP®, CSRIC®
@V_I_C_T_O_R___ -
Marci Bair, CFP®
@MarciBair -
Grace S. Yung, CFP®
@GraceYung1111 -
Winthrop Wealth
@WinthropWealth -
WealthCG
@WealthCG -
David Vigil, CFP, CIMA
@VigilWealth -
Irene Berner, MBA, CFP®, CDFA®
@BernerFinancial -
Heather Randolph Carter
@hrandolphcarter -
Danielson Financial Group
@DanielsonFinanc -
Diane Gardner, CFP®, CDFA®
@DianeG1860 -
David Buzo, MBA⚡️
@TheDavidBuzo -
Andy Barksdale
@BarksdaleAndy -
Doll Capital Advisors, CMT
@DollCapital -
Torie Happe
@TorieHappe -
Karen True Winslow
@ktwinslow
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