Victor Orozco - Bair Financial Planning

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Victor Orozco - Bair Financial Planning Victor Orozco, CFP®, CSRIC® is one of the managing partners at Bair Financial Planning. Securities offered through LPL Financial, Member
SIPC

10/16/2026

🎉 Happy National Boss’s Day! 🎉

Today, we’re celebrating the incredible leaders behind Bair Financial Planning, Marci Bair and Victor Orozco! 👏

Not only are Marci and Victor respected leaders in our industry, but they are also inspiring mentors who lead our team with vision, dedication, and genuine care. We’re grateful for the guidance, encouragement, and passion they bring to everything they do.

From Alondra, Emily, and Corey - thank you both for leading by example and helping our team grow and thrive! We’re so lucky to have you leading the way. 💙

Join us in celebrating Marci and Victor this National Boss’s Day! 🥳

Over the last 3 years it has been great to have Alondra C Escamilla, MSBA, CFP®, FPQP® join in on all the fun and commun...
09/18/2026

Over the last 3 years it has been great to have Alondra C Escamilla, MSBA, CFP®, FPQP® join in on all the fun and community building that is SER Summits

Honored to have her representing Bair Financial Planning + The Wealth Consulting Group ... if you know her, you know how awesome she is!

San Diego ✅ Chicago ✅ Denver✅ .... Miami, see you soon ✈️

“Que Nos Vean” (Let them see us) is what I wanted close to my chest while I spoke at this year’s SER Summit for Latin@s ...
09/16/2026

“Que Nos Vean” (Let them see us) is what I wanted close to my chest while I spoke at this year’s SER Summit for Latin@s in FinServ. Having a phrase in Spanish was oddly nerve-racking for me as No Sabo individual, but like I said on stage: “My Spanish may be mas or menos, but my passion for us to elevate is fluent.” The strength of leaning into my lack of speaking instead of letting it hold me back has come from SER. This community is dedicated to increasing visibility and representation for Latino and Hispanic professionals ... plus so much more. It is great to see how this conference has grown in Year 4 but like Kobe’s quote on my jacket says ... “The job is not finished.” We have lots of work to do, especially when you consider Hispanic CFP professionals make up only 3% of all CFP professionals.

Hope to see you in Miami for Year 5, so you can experience the power of this group.

Continously grateful for Ana Vanessa N Martinez SER Summits

Bair Financial Planning

07/25/2026

When you are walking home during Comic-Con International and Common is performing one of your favorite tracks and promoting Silo on Apple TV 🤯🤯🤯🤯

Had to stop, dance, and put our kids on game 🎤

Took the opportunity this morning to visit a few of our Memorials with Coleen Lynch with IMPAX Asset Management. They ar...
06/27/2026

Took the opportunity this morning to visit a few of our Memorials with Coleen Lynch with IMPAX Asset Management. They are a key sustainable investing partner for us at Bair Financial Planning and The Wealth Consulting Group.

I don’t often have coffee conversations in such reverent environments. Definitely a first.

24 hours in Vegas for No Doubt 🍊 at the Sphere … such a nostalgic night 🤘🏾
05/26/2026

24 hours in Vegas for No Doubt 🍊 at the Sphere … such a nostalgic night 🤘🏾

It’s a Good Friday for a OpeningDay.pdf at Fenway ⚾️ 🦞
04/03/2026

It’s a Good Friday for a OpeningDay.pdf at Fenway ⚾️ 🦞

Happy Opening Day ⚾️ to those who celebrate! Especially Detroit Tiger fans, thanks for the assist today 🤣
03/26/2026

Happy Opening Day ⚾️ to those who celebrate! Especially Detroit Tiger fans, thanks for the assist today 🤣

Obligatory on my way to the conference picture 😆 … see you soon 🛫 🃏 🎲
03/15/2026

Obligatory on my way to the conference picture 😆 … see you soon 🛫 🃏 🎲

Will you be at next week? Appreciated the opportunity to share a few words with their team as we approach the upcoming ...
03/10/2026

Will you be at next week? Appreciated the opportunity to share a few words with their team as we approach the upcoming conference in Las Vegas.

Check out my conversation: https://www.etftrends.com/exchange-an-etf-experience/meet-an-advisor-victor-orozco/

Shout out to those I mentioned in the interview.

Our Investment Strategy Committee at The Wealth Consulting Group (Jimmy, Jim, and Talley to name a few)
n.martinez and for the awesome work you are doing everyday.

Address

7676 Hazard Center Drive, Suite 1050
San Diego, CA
92108

Telephone

+16195466165

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