PBC Private Wealth
www.pbcprivatewealth.comPBC Private Wealth was founded to ensure our clients have a solid plan to serve as the foundation for their financial futures. PBC Private Wealth brings together experienced financial advisors with more than 100 years of collective experience helping clients meet their financial and life goals—Jeff Prince, Steve Bailin, and Jodie Cohen. We've seen our clients celebrate achievements throughout our careers, and we've seen them face life's challenges. We've been by their side in both cases – and everything in between – to help them plan, make sound financial decisions, navigate challenging situations and continue to evolve their financial plan to pursue their life goals. _______________ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Jeffrey Prince, Steven Bailin, Jodie Cohen are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org. Jeff Prince CA Insurance Lic#0C50169, Steve Bailin CA Insurance Lic#0A02243, Jodie Cohen CA Insurance Lic#0A66041
Read morePBC Private Wealth was founded to ensure our clients have a solid plan to serve as the foundation for their financial futures. PBC Private Wealth brings together experienced financial advisors with more than 100 years of collective experience helping clients meet their financial and life goals—Jeff Prince, Steve Bailin, and Jodie Cohen. We've seen our clients celebrate achievements throughout our careers, and we've seen them face life's challenges. We've been by their side in both cases – and everything in between – to help them plan, make sound financial decisions, navigate challenging situations and continue to evolve their financial plan to pursue their life goals. _______________ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Jeffrey Prince, Steven Bailin, Jodie Cohen are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org. Jeff Prince CA Insurance Lic#0C50169, Steve Bailin CA Insurance Lic#0A02243, Jodie Cohen CA Insurance Lic#0A66041
Read moreCountry
State
California
City (Headquarters)
Woodland Hills
Employees
1-10
Founded
2021
Social
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Managing Partner
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