Victor Orozco, CSRIC™
Investment Strategy Committee
Bachelor of Science, Finance
Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial.
Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive analysis on investment portfolios. Victor has been working with Bair Financial Planning for over 13 years. He graduated from San Diego State University in 2006 with a Bachelor's of Science in Finance.
Victor’s goal is to uphold Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions”. Victor's zeal for solving puzzles and creating relationships with people gave him the fundamental tools to truly be passionate about what he does day in and day out for our clients. He sits on the Investment Strategy Committee for the Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating investment options. This can give clients an opportunity to align their wealth with their values.
You can find Victor and his wife, Bethel, in their neighborhood of Little Italy. If you need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood, they are your people. They both love to travel. From Bora Bora to Boston, they are always on the move. However, when it comes to their sports teams they do not always see eye to eye. Bethel cheers on all teams Boston. Victor roots on the Los Angeles Dodgers, New Orleans Saints (he is a recent San Diego Charger convert), and of course his San Diego State Aztecs!
Victor Orozco is a registered representative with LPL Financial.