Steven Bailin
Managing Partner @Orion Capital
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WORK HISTORY
Managing Partner @Orion Capital
Westlake Village, CA, US
At Orion Capital, our experienced financial advisors have more than 200 years of collective experience helping clients meet their financial and life goals. We’ve helped our clients celebrate achievements, endure challenges and plan for the future—offering advice and guidance at every step. That’s because we see ourselves as much more than an investment firm. We strive to be a loyal partner and friend, always ready to help you navigate obstacles and pursue your life’s greatest goals. In an industry known for uncertainty, our team gives you steadfast support, using sophisticated technology to help you manage risk, reduce mistakes and navigate the journey ahead. Rather than following trends or reacting to the latest news, we adhere to our principles, maintaining a perspective that values long-term growth over short-sighted gain.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.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.
EDUCATION
University of Southern California
Business/Accounting
ABOUT STEVEN BAILIN
Steve Bailin is a Managing Partner of Orion Capital. He 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 lead 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 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 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.Steven Bailin is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'See Contact Info\' section. CA Insurance License:#0A02243
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