Top Advisors Give Strategies for LGBTQ & Multiple Generation Clients

Top Advisors Give Strategies for LGBTQ & Multiple Generation Clients

Author: Paul Ellis June 23, 2024 Duration: 0:00
Bair Financial Planning has been offering investment and lifestyle financial advisory services to clients for 20 years! Initially focused on the LGBTQ community in San Diego, CA, Marci Bair broadened the scope of her firm's life planning and asset management advice when Victor Orozco joined the firm a decade ago. They now have clientele across multiple family generations and offers sustainable and ESG investment strategies as well as more traditional portfolio diversificaiton, and sometimes both to generations within the same family. We discussed the ever-changing list of acronyms and definitions in the asset management industry, all of which are finally about the same objectives of long term financial security that matches and compliments the lifestyle choices of their clients. Marci and Victor are actively growing their firm and adapting the services provided to their clients to meet today's financial needs and tomorrow's aspirational goals.

Hosted by Paul Ellis, The Sustainable Finance Podcast is a resource for investors and financial advisors looking to move beyond the buzzwords and understand the practical realities of integrating environmental, social, and governance principles into portfolios. This isn't about abstract theory; it's a series of direct conversations with the people shaping the industry-from asset managers and analysts to corporate leaders and policy experts. Each episode digs into how sustainability metrics are being applied, what constitutes genuine impact versus marketing, and where the real financial opportunities and risks lie. You'll hear detailed discussions on evolving regulations, new investment vehicles, and the tangible data driving decisions. By focusing on these candid interviews with pioneers, the podcast provides a clear-eyed view of a rapidly changing landscape, offering actionable insights for anyone navigating the intersection of capital and responsibility. Tune in for a grounded perspective that equips you to participate in this critical shift within modern finance.
Author: Language: en-us Episodes: 100

The Sustainable Finance Podcast
Podcast Episodes
How to Avoid the “Valley of Death” in Sustainable Tech Startups [not-audio_url] [/not-audio_url]

Duration: 17:35
The “Valley of Death” has become a popular term to describe a challenging period for sustainability focused startups. Bridging this “valley of death” in commercialization of sustainable technologies is a key role today's…
Transforming the US Health Care System from the Ground Up [not-audio_url] [/not-audio_url]

Duration: 27:53
The US healthcare system is under siege, financial distress and rising frustration and dissatisfaction by the public to name a few challenges. My guest today is leading the way to a different approach. Rob Roy is SVP, Ch…
Climate Resiliency and Returns Are Not Mutually Exclusive Concepts [not-audio_url] [/not-audio_url]

Duration: 45:08
Investors today have to consider sustainability and climate resilience across all asset classes in a diversified portfolio. In this episode, we speak with two professionals from Schroders to hear how these factors are in…