Broker Check

Team

 

West Los Angeles Branch

John B. Petrick

Senior Managing Director | Financial Planner

(424) 442-2581

John B. Petrick has had extensive investing experience managing his family’s investments since his days in high school. His professional career started at UBS Financial Services, Inc. in Beverly Hills, where he worked for nearly 2...

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Christopher A. Nowakowski helps simplify the complex financial situations that overwhelm many households. He creates solutions for the problems faced in our complex investment environment today.Chris began investing for himself in high...

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Dane C. Streeter

Managing Director – Insurance | Financial Planner

(424) 442-2585

Dane C. Streeter is the head of Family Legacy and Life Insurance Planning at Perennial Financial Services, specializing in how taxes and titling of assets play a huge role in one’s investments. He holds the following registrations...

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Brad B. Harris, AIF®

Managing Director - Retirement Planning | LPL Account Executive

(424) 442-2589

Brad B. Harris, AIF®, started his career with Waddell and Reed where he excelled as a financial advisor, but has been actively investing in the financial markets for over a decade. After gathering as much knowledge as possible from...

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Mr. Lawler has advised numerous business entities and helped individuals in strategic, financial, and tax planning. Mr. Lawler has his Juris Doctorate, Certificate in mediation, and is also a Certified Public Accountant. In addition to...

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Zara Guivi

Vice President | Financial Advisor

(424) 442-2508

Zara Guivi is a financial advisor with over 27 years of experience in the financial services industry. She began her wealth management career in 1979 at Crowell, Weedon & Company. She then transitioned to the banking industry in 2004...

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James McCaffrey

Vice President | Financial Planner

(424) 442-2545

James McCaffrey started his career in investments and capital markets with Kidder Peabody, in 1991, where he specialized in the institutional bond market and UHW individuals. After his tenure at Kidder, James commenced on a long career...

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Dennis Shu

Vice President | Financial Advisor

(424) 442-2507

Dennis draws on a broad education and experience in investment and financial services to deliver financial planning strategies suited to the needs of each client. He is able to take into consideration both short-term and long-term...

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Linda Matias

Client Relationship Manager

310-445-2504

310-445-2506

Linda joined Perennial Financial as a Client Relations Manager in the Summer of 2016. With extensive experience in client communications and a strong attention to detail, Linda assists clients by providing a direct line of...

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Malibu Lake/Agoura Hills Branch

Carlos C. Lluch, CFP®, CLU®

Vice President | LPL Registered Principal

310-589-0577

818-735-0635

Carlos Lluch was born in Barcelona, Spain and came to the USA in the summer of 1980. In 1987 Carlos started his career in financial services. By the early 1990’s he had earned both his CFP® (CERTIFIED FINANCIAL PLANNERTM) and...

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Kelley Curtis

Client Services Associate

310-589-0577

818-735-0635

Kelley Curtis has been working with Carlos for many years and is very familiar with the cares and concerns of financial management clientele. Prior to this position Kelley was involved in real estate in the Malibu area, and she...

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Copyright 2017 FMG Suite

The Financial Consultants of Perennial Financial Services are Registered Representatives with and securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.

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