Broker Check


Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.

Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation.

Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their entire financial picture. We maintain a high standard of excellence through an emphasis of specialized knowledge and thoughtful innovation. We believe that through this disciplined process and insight, we can ultimately achieve success for our clients.  

Financial Planning

Financial planning can be a life-long process that assists you and your family in taking control of your financial future.

Wealth Management

Each of our clients is unique. We take the time to know them and to tailor our advice to their unique needs and desires.

Risk Management

We provide clients with and review regularly a unique strategy determined by overall risk tolerance, time horizon, goals, and objectives.

Retirement Planning

We work with our clients to create an optimal, tailored plan configuration, helping to provide a customized fit for their employees.

Legacy Planning

Constructing comprehensive wealth preservation and transfer strategies, we provide clients with guidance in many financial areas of life.

Insurance Strategies

How much do you know about one of the most important tools you have to help protect yours and your family’s financial future?

Why Work With a Hybrid Advisor?

The financial services landscape is constantly evolving. As the industry evolves, so must the advisor. Hybrid advisors or “dually registered advisors” operate as investment advisor representatives, typically charging fees for some clients, and as securities brokers, typically charging commission for others.

Registered Investment Advisors have a fiduciary duty to always act in the best interests of their clients.

"The RIA and dually registered advisor channels are the only ones that had a positive annual growth rate in advisor numbers over the last five years. The growth is mostly from attracting advisors out of other channels." – Cerulli Associates

Every client is different. As such, a client's advisor requires the flexibility to provide the products and services necessary to help a client work towards their investment goals and objectives. Flexibility is key.

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West Los Angeles

John Petrick

John B. Petrick

Senior Managing Director | LPL Registered Representative

(424) 442-2581

Christopher Nowakowski

Christopher Nowakowski

Senior Managing Director | LPL Registered Principal

(424) 442-2580

Dane Streeter

Dane C. Streeter

Managing Director | LPL Registered Representative

(424) 442-2585

Brad Harris

Brad B. Harris, AIF®

Managing Director - Retirement Planning | LPL Registered Representative

(424) 442-2589

James Di Cocco

James Di Cocco

LPL Financial Advisor I LPL Registered Representative

(310) 508-7008

Stan Choo

Stan Choo, CFP®, CRPC®

Vice President | LPL Registered Representative

(424) 442-2515

Amy Johnson

Amy W. Johnson

Vice President | LPL Registered Representative

(424) 442-2588

Dennis Shu

Dennis Shu, CFP®

Vice President | LPL Registered Representative

(424) 442-2507

Brandon Schwartz

Brandon B. Schwartz

Financial Advisor | LPL Registered Representative

(805) 402-2053

Audrey Kettering

Audrey Kettering

Client Service Associate

(424) 442-2501

(310) 445-2506

Kelley Curtis

Kelley Curtis

Client Service Associate

(310) 589-0577

(818) 735-0635

Central Coast

Michael Fuller

Michael Fuller

Financial Advisor I LPL Registered Principal

(805) 489-7550

Rob Barber

Rob Barber

Financial Advisor I LPL Registered Representative

(805) 489-7550


Shirley Tan

Shirley Tan, AAMS®, CMFC®, AIF®

Financial Advisor | LPL Registered Representative

(747) 215-9679

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