Broker Check
John B. Petrick

John B. Petrick

Senior Managing Director | Financial Planner

John B. Petrick has had extensive investing experience of over 20 years having managed his family’s investments since his days in high school. His professional career began at UBS Financial Services in Beverly Hills, where he was recruited while finishing his senior year of college.

John was born and raised in Pacific Palisades, California. His father owned an independent real estate company while his mother taught 3rd and 4th grade at Marquez and Palisades Elementary. John graduated from Pacific Palisades Charter High School in 1998. He then attended the University of Arizona, in Tucson, where he graduated in 2002 with a Bachelor of Science in Retail & Consumer Sciences and a minor in General Business Administration.

John, his wife Sara, daughter Delaney and son Austin currently reside in Tarzana, but remain highly involved in the Pacific Palisades where John served as the 2010-2011 President of the Palisades Chamber of Commerce and served on the Board of Directors and the Executive Committee of the Board of Directors for nearly 14 years. He has also served as First Vice President of the Palisades Americanism Parade Association (P.A.P.A.), and the Palisades Posse to promote a safe business environment. In 2008, John was selected for inclusion in the "Cambridge Who’s Who" registry of executives, professionals and entrepreneurs. In 2016, John was once again named as a FIVE STAR Wealth Manager for the fifth consecutive year. This elite award is presented to less than 2 percent of wealth managers in the Los Angeles area2. His financial commentary has been featured in the Grayhawk Flight Magazine, ThisWeekInThePalisades.com and The Palisadian-Post.

  1. As reported in Financial Planning magazine June 1996-2016, based on total revenues.
  2. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Start Wealth Managers.

 

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