PBC Private Wealth brings together three financial advisors with more than 100 years of collective experience helping clients pursue their financial and life goals—Jeff Prince, Steve Bailin, and Jodie Cohen. We decided to name our firm after the three founders and our core values — Principled. Balanced. Committed.
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 work towards their life goals.
Our Managing Partners provide financial guidance to clients in Woodland Hills, CA, Las Vegas, NV, and beyond.
PBC Private Wealth advisors always act in the best interest of our clients and their families.
PBC Private Wealth strives to develop our clients' financial plans so that they can live a balanced life before and after retirement.
PBC Private Wealth advisors take pride in guiding our clients financially and being there through life’s challenges.
PBC Private Wealth represents our commitment and dedication to our clients. As CERTIFIED FINANCIAL PLANNER™ Professionals, we seek to understand your life, who's in it, your goals, and your challenges. We dedicate ourselves to creating a plan as unique as you and your circumstances. We commit ourselves to developing in-depth, long-term relationships with our clients, consistency in our approach, and serving as your financial planning partner in your life journey.