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

04/03/2026

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

03/26/2026

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

03/15/2026

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

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.

03/08/2026

Springing into summer ☀️

02/27/2026

Great week of learning, reflecting, and imagining at in our San Diego backyard ☀️

Some sessions really got .is.right and I to think on things to bring back to our clients and our team. Sessions below were some solid ones.

The Mind and the Market 🧠
COO Roundtable 🤓
Creating a Remarkable Client Experience 🏆 (the KPI session was also awesome Libby Greiwe🎙 ChFC, RICP, FIC)

Always great to run into people IRL

Jimmy Lee
Rick Williamson
Daniel Crosby, Ph.D.
Paul Justin

Great work 💫

02/24/2026

Always appreciate the opportunity to talk with Tobias Salinger at Financial Planning. Our recent conversation touches on how the reduction of public disclosures are impacting the ways of approaching

02/09/2026

Wheels up to see clients in NorCal for the day

02/04/2026

Proud to share that I've joined the Board of Directors of US SIF, representing the voice and perspective of financial advisors.

US SIF is a leading voice in advancing sustainable and responsible investing and I'm excited to support its mission alongside an outstanding group of leaders.

01/09/2026

New year, new calendar, and same commitment to YOU

🎉 HUGE congrats to Alondra for officially becoming a CFP®. We now have 3 CFPs on our team!

📌 2026 quick hits you should know:

• 1099s usually land late Feb / early March

• First-time RMDs? We’ve got you

• Ages 60–63 = possible super catch-up savings

• Higher income + catch-ups = Roth changes 👀

Planned life changes or unexpected curveballs — we’re here for all of it.

👉 If this sounds like you, reach out and let’s talk.

01/05/2026

Such an amazing accomplishment! Could not be more proud of Alondra C Escamilla, MSBA, CFP®, FPQP® 👏🏽 👏🏽 👏🏽 … you level up our team in such a major way!

Address

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

Telephone

+16195466165

Website

https://www.bairfinancialplanning.com/

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