Bair Financial Planning

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

7676 Hazard Center Dr Ste 1050, San Dieg...

Phone Number

(619) 546-6160

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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Jul
ZI Rank
1
1
1
1
1
1

About Bair Financial Planning

Bair Financial Planning is an independent financial service firm based in San Diego, specializing in wealth management, retirement planning, and investment counseling. With over 30 years of experience, they cater to a diverse clientele, including women in leadership, business owners, non-profit organizations, and the LGBTQ+ community. The firm emphasizes sustainable investing through their High Impact Portfolios, aligning clients' financial goals with their values. Bair Financial Planning offers fee-based financial planning and investment management services to help clients achieve their financial objectives.Explore more
Bair Financial Planning's Social MediaPopular SearchesBair Financial PlanningBair Financial Planning IncBair Financial GroupFinancial Group IncLe Bair Financial Services, Inc Dba Mitchell Clark...SIC Code 62,628NAICS Code 52,523Show more

Bair Financial Planning Org Chart

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bair Financial Planning

$6M
1-10
Private
-
1992
MS
Megan SalcidoClient Relationship Manager
$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1998
SD
Steve DardenFinancial Advisor
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2004
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bair Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bair Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bair Financial Planning.

Bair Financial Planning Tech Stack

A closer look at the technologies used by Bair Financial Planning

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Frequently Asked Questions Regarding Bair Financial Planning

What is Bair Financial Planning's official website?
Bair Financial Planning's official website is www.bairfinancialplanning.com
What is Bair Financial Planning's Revenue?
Bair Financial Planning's revenue is $6 Million
What is Bair Financial Planning's SIC code?
Bair Financial Planning's SIC: 62,628
What is Bair Financial Planning's NAICS code?
Bair Financial Planning's NAICS: 52,523
How many employees does Bair Financial Planning have?
Bair Financial Planning has 1-10 employees
What industry does Bair Financial Planning belong to?
Bair Financial Planning is in the industry of: Finance, Securities Trading
What is Bair Financial Planning competition?
Bair Financial Planning top competitors include: Oak Wealth Management, Anchor Wealth Management Group, InFocus Financial Strategies, Darden Financial
What technology does Bair Financial Planning use?
Some of the popular technologies that Bair Financial Planning uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Wistia
How do I contact Bair Financial Planning?
Bair Financial Planning contact info: Phone number: (619) 546-6160 Website: www.bairfinancialplanning.com
What does Bair Financial Planning do?

Bair Financial Planning is an independent financial service firm based in San Diego, specializing in wealth management, retirement planning, and investment counseling. With over 30 years of experience, they cater to a diverse clientele, including women in leadership, business owners, non-profit organizations, and the LGBTQ+ community. The firm emph... asizes sustainable investing through their High Impact Portfolios, aligning clients' financial goals with their values. Bair Financial Planning offers fee-based financial planning and investment management services to help clients achieve their financial objectives.Read More

What are Bair Financial Planning social media links?
Bair Financial Planning Linkedin page Bair Financial Planning Twitter page Bair Financial Planning Facebook page
Is Bair Financial Planning a public company?
Bair Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Bair Financial Planning

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