With the continued impact of Covid-19, 2021 provides an opportunity to center and focus on value systems. We are highlighting stories of local San Diego companies that are guided by their higher purpose and value creation. Here is one story.
Company: Bair Financial Planning. An independent San Diego wealth management firm founded over 29 years ago specializing in helping females in leadership, LGBTQ+ families, and successful business owners make important financial decisions that impact their future.
Sharing by: Marci Bair, President
Purpose: As a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate governance (ESG). Our High Impact Portfolios align our clients’ money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process.
How have the values of your organization showed up during this challenging past year?
We have donated to more causes that reflect the Conscious Capitalism values and we have added more investment dollars to our ESG investment portfolios that foster & support Socially Conscious and Sustainable companies.
How has the business continued or adjusted to create value for and with key stakeholders?
We have been purposeful when we are selecting vendors to work with to make sure they match our values and we try and educate our clients why we choose the companies and charities that we support.
What is something you’ve learned during these challenging times?
We are all in this together and we need to all support each other.
What is something you’re looking forward to in the near future?
See everyone in person!
What is something that excites you about your work or industry?
We’ve seen a major increase in investors wanting to invest their money with sustainable and socially conscious companies which we are excited about. We’ve been educating the public for a long time but the word is getting out there and real money is moving in the right direction to make real positive change. (see next section that is very aligned to this)
We’d love to hear and learn from your story as well! Fill out this simple form to share.