Steven Bailin

Managing Partner

Managing Partner

Steve Bailin has provided customized advice and investment strategies to high-net-worth individuals and families for more than 30 years. Steve’s experience in numerous leadership roles throughout his career in the financial planning industry have led him to fulfilling his dream of owning his own firm.

Steve works with his clients to help define and visualize their goals by listening and educating, creating a plan that suits their needs. Then, working together, he helps clients with their goals to preserve and grow their wealth. Along with his co-founders, Steve helps bring order to their clients' financial lives in areas such as investments and cash management, savings for future higher education, lifetime retirement planning, and wealth transfer planning.

Steve obtained his undergraduate degree in business and accounting from the University of Southern California.

Born in Brooklyn, Steve currently resides in Tarzana, CA, with his two children. He has supported local organizations including Dodger RBI Foundation, Vision to Learn, and Project Angel Food. Steve’s favorite activities are spending time in the mountains with his kids, running, golf, and playing the guitar.

Email Steven.