Bio: Partner at Uplifting Capital, a private asset impact investments firm. Over ten years of experience in financial services, strategy, and innovation.
Bio: Hi, I am Marci Bair, CFP. I’ve been in practice for over 32 years & am the Founder & President of Bair Financial Planning headquartered in San Diego.
Bio: Matt Seitz is the CMO at C2P. Helping advisors firm up their brand identity, then build and launch a marketing-to-sales process with proven results.
Bio: 20+ year veteran of the finance industry- marketing, sales, and operations. Live in coastal NC with my husband. Love Peloton, reading, my dog, & wine.
Bio: Helping you understand the financial world and making it make sense for your goals and values. Let's create a personalized financial plan together!