Jeffrey Prince

Managing Partner with PBC Private Wealth

A CERTIFIED FINANCIAL PLANNER™ in Woodland Hills, California, Jeffrey Prince is a managing partner and financial advisor with PBC Private Wealth. He and partners Steve Bailin and Jodie Cohen established the firm in 2021, drawing on more than 100 years of combined experience to provide financial planning and wealth management services. Together, Mr. Prince and his partners at PBC offer customized guidance and investment strategies for small business owners, affluent individuals, and multi-generational families. They take the firm’s name from their own initials and their core values: principled, balanced, and committed.

Mr. Prince has more than 25 years of experience in wealth management and financial planning. He focuses particularly on simplifying complex financial topics, creating customized wealth management strategies based on the individual needs and goals of each client.

A graduate of the University of Colorado in Boulder, Mr. Prince holds a bachelor of arts in economics with an emphasis in finance. Outside of work, his interests include playing golf and the guitar.

  Woodland Hills, NC 28791, US