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Woodland Hills Chamber of Commerce
West Valley Warner Center Chamber of Commerce

Since 1930. Serving Tarzana, Woodland Hills, Reseda and the entire Warner Center.

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PBC Private Wealth
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PBC Private Wealth
21031 Ventura Blvd, Suite 420
Woodland Hills, CA 91364
855-563-6187
Click Here To Contact PBC Private Wealth
www.pbcprivatewealth...
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Steven Bailin, CFP®, Managing Partner at PBC Private Wealth
About PBC Private Wealth:

PBC Private Wealth, named after three core values; Principled, Balanced & Committed, was established to focus on what is most important…our clients.

Founded by a team of three CERTIFIED FINANCIAL PLANNER™ professionals, PBC Private Wealth is dedicated to ensuring that our clients have a solid plan to serve as the foundation for their financial futures by providing a holistic approach to financial management which includes a thorough planning process, personalized financial strategies, and a commitment to providing outstanding service.

We have more than 100 years of financial services industry experience and decades of working together. These, coupled with the unbiased approach that being independent offers, allows us to truly do what is in the best interest of those we have the privilege to work with.

Services:

At PBC Private Wealth, we're dedicated to helping investors at all stages develop a financial plan that matches their life plans. In addition, we're devoted to helping our clients evolve their investment strategy over time as their needs – and their lives – change. PBC Private Wealth offers a broad range of investment, financial planning, and insurance services to individuals, business owners, and the entertainment industry. Our services are backed by our deep experience in providing clients with objective guidance in Woodland Hills, CA, Las Vegas, NV, and throughout the United States.

Steven Bailin is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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 PBC Private Wealth, LLC or 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.

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