EP 61: Impact Investment for Sustainable Wealth at Bair Financial

Presented by

Marci Bair, Founder & CEO and Victor Orozco, Managing Partner - Bair Financial Planning

About this talk

Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values. Marci Bair and Victor Orozco are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Bair Financial Planning are separate entities from LPL Financial.   The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. WCG Wealth Advisors, The Wealth Consulting Group, Bair Financial Planning and LPL Financial are not affiliated with any of the other entities referenced. An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

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