Victor Orozco - Bair Financial Planning

It’s a Good Friday for a OpeningDay.pdf at Fenway ⚾️ 🦞

Happy Opening Day ⚾️ to those who celebrate! Especially Detroit Tiger fans, thanks for the assist today 🤣

Obligatory on my way to the conference picture 😆 … see you soon 🛫 🃏 🎲

Will you be at next week? Appreciated the opportunity to share a few words with their team as we approach the upcoming conference in Las Vegas.

Check out my conversation: https://www.etftrends.com/exchange-an-etf-experience/meet-an-advisor-victor-orozco/

Shout out to those I mentioned in the interview.

Our Investment Strategy Committee at The Wealth Consulting Group (Jimmy, Jim, and Talley to name a few)

n.martinez and for the awesome work you are doing everyday.

Springing into summer ☀️

Great week of learning, reflecting, and imagining at in our San Diego backyard ☀️

Some sessions really got .is.right and I to think on things to bring back to our clients and our team. Sessions below were some solid ones.

The Mind and the Market 🧠
COO Roundtable 🤓
Creating a Remarkable Client Experience 🏆 (the KPI session was also awesome Libby Greiwe🎙 ChFC, RICP, FIC)

Always great to run into people IRL

Jimmy Lee
Rick Williamson
Daniel Crosby, Ph.D.
Paul Justin


Great work 💫

Always appreciate the opportunity to talk with Tobias Salinger at Financial Planning. Our recent conversation touches on how the reduction of public disclosures are impacting the ways of approaching

Wheels up to see clients in NorCal for the day

Proud to share that I've joined the Board of Directors of US SIF, representing the voice and perspective of financial advisors.

US SIF is a leading voice in advancing sustainable and responsible investing and I'm excited to support its mission alongside an outstanding group of leaders.

Such an amazing accomplishment! Could not be more proud of Alondra C Escamilla, MSBA, CFP®, FPQP® 👏🏽 👏🏽 👏🏽 … you level up our team in such a major way!