In 2004, John B. Petrick and Chris Nowakowski created Perennial Financial Services - an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Their vision was to create a personalized financial planning approach for families, foundations, institutions, and businesses with unique financial and wealth management circumstances. Additionally, they sought out to create a turnkey platform allowing likeminded advisors to pursue independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an independent RIA.

John was born and raised in Pacific Palisades, California. His father owned an independent residential real estate brokerage, while his mother taught 3rd and 4th grade at Marquez and Palisades Elementary. John graduated from Pacific Palisades Charter High School, then attended the University of Arizona, in Tucson, where he graduated 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 Woodland Hills, California. However, John remains highly involved in the Pacific Palisades where he has 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 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 2023, John was once again named as a FIVE STAR Wealth Manager for the 12^th consecutive year.¹ Additionally in 2023, John was once again named as a Leader of Influence amongst Wealth Managers by the Los Angeles Business Journal for the 2^nd consecutive year.² His financial commentary has been featured in the Grayhawk Flight Magazine, ThisWeekInThePalisades.com, and The Palisadian-Post.

¹Award 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 2012-2023 Five Start Wealth Managers. 

²The 2022 and 2023 Los Angeles Business Journal’s Leaders of Influence award winners were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community, including professional achievements, community leadership, milestones, and notable accomplishments. The professionals did not pay to be included in the selection process.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance License #0E03441

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 school, building the foundation for his investment knowledge. His professional career started at PaineWebber in Newport Beach, and continued with the company through its merger with UBS Financial Services, Inc. in Beverly Hills. It was through nearly 4 years of working at UBS that Chris mastered diversification strategies that allow clients to increase their return potential while reducing their risk exposure. Soon thereafter, Chris and his partner, John, started their own financial firm, Perennial Financial Services, with securities offered through LPL Financial, the nations largest independent financial broker dealer*.

Chris was born and raised in Orange, California. He attended El Modena High School where he graduated in 1998. Chris was active in many varsity sports as well the Associated Student Body Athletic Commissioner. He also found time to raise and train guide dogs puppies with Guide Dogs of the Desert, help establish an inventory system with Habitat for Humanity and spent a summer as a student ambassador to Queretaro, Mexico all while reaching the highest rank, Eagle Scout, with the Boy Scouts of America. He then attended U.C.L.A. where he was a founding father of Sigma Alpha Epsilon Fraternity. He graduated in the spring of 2002 with the degree of Bachelor of Arts, with majors in Psychology and Economics.

Currently, Chris resides in the Los Angeles community of Culver City. He enjoys traveling and participating in outdoor activities. Additionally, Chris is a member of the Santa Monica Elks, Lodge #906.

*as reported in Financial Planning Magazine 1996-2014, based on total revenues
**Diversification does not ensure a profit or protect against loss

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance License #0D96623

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 series 7 & 63 through LPL Financial, the series 65 (Investment Advisor Representative) through Perennial Investment Advisors and California Insurance which represents his Fiduciary Standard of Excellence to each and every client. Dane begins by putting together a comprehensive independent financial strategy for each of his clients. This strategy includes guidance in the many financial areas of life including retirement, investments, insurance, tax planning, and estate planning. Dane helps his clients pursue their financial goals by building and working with each client’s CPA and Attorney.

Dane began his interest in the financial services profession while assisting his father and his associate, nationally known syndicated radio talk show host Raymond J. Lucia, CFP in their San Diego offices. From there he attended San Diego State University and then moved to San Luis Obispo where he began his career with WM Financial Services. He then was later hired as a Registered Rep with Associated Securities Corp. After ASC Dane desired a high level of compliance, disclosure, personal service and investments, for his clients which is why with purpose he chose to work with LPL Financial the largest independent Broker Dealer in the nation.*

After moving to Los Angeles Dane sought to create an LPL Financial group of specialist advisors with uncompromising values and top notch service. His searches ultimately lead him to Perennial Financial another LPL Financial group. Dane believes Perennial’s business model will one day be the standard in their industry, with each head team member continuing to specialize in their area of Financial matters while offering independent advice.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.   

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance License #0E34845

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 Waddell and Reed he took the next step in his career when he came on board with Perennial Financial Services and LPL Financial in early 2007.

Brad is the Managing Director of retirement planning, specializing in customized retirement strategies for corporations, business owners, entertainers and athletes. He holds the prestigious AIF® designation which represents his person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into his own practice. He is also a member of LPL Financial’s Retirement Plan Consulting Program (RPCP) allowing him to act as a "fee for service" advisor for corporate retirement plans, foundations, endowments and private trusts. He specializes in helping maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs.

Brad was born in Glendale, CA but moved with his family to Boise, Idaho when he was 10 years old, where he later graduated from Eagle High School in Eagle, Idaho in 1999. He then enlisted in the Navy, where he was stationed in Rhode Island. After successfully serving his country in the Navy he went on to attend Antelope Valley Community College, where he shined as a baseball star under the supervision of Coach Jeffrey "Hackman" Leonard, former San Francisco Giants and MLB outfielder for over ten years. He later finished his college career at California Lutheran University in Thousand Oaks, California in 2003. He also holds his Masters in Business Administration with an emphasis in Financial Planning from California Lutheran University. In his spare time Brad is a member of the Water Buffalo Club, a charitable organization "...dedicated to fostering the well-being of underserved and at-risk children in Los Angeles through its members' commitment of their time and financial resources. The WBC directly impacts smaller charities by providing grants, hosting events, and supporting youth programs..." in our community.

Currently, Brad and his wife Ashley reside in Woodland Hills, CA with their daughter Isabel,  two cats - Ollie and Kallie, and yellow-crowned amazon parrot - Ronnie.  

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance License #0F18180

Ben Lawler is a Certified Public Accountant (CPA), as well as an Attorney, Financial Planner & Stock Broker. Mr. Lawler has his Juris Doctorate.

Mr. Lawler holds a Series 7 license through LPL Financial. Mr. Lawler also holds a Series 66 license through  Perennial Investment Advisors; which covers investment analysis, recommendations and strategies.

His expertise includes: strategic, financial and tax planning, as well as assisting clients in minimizing legitimate tax liabilities. He solves complex financial problems that lie at the intersection of finance, tax, and business. 

His clients include high net worth individuals, start-up to large companies, entertainment, technology, professional services, retail, wholesale, and real estate. Mr. Lawler's commitment to excellence and comprehensive approach to problem solving has enabled him to develop strong relationships with his diverse clientele. Clients value his professional and logical advice on matters relating to financial decisions and tax planning that help them pursue their financial goals.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

Stan began his career in the financial services industry in 2006. He has always had a passion to help his clients in all aspects of financial planning, Stan believes the key to financial success is not all the right decisions you make but avoiding the catastrophes.  His objective is to understand each client’s unique goals and situations and to make the most appropriate decisions possible on an ongoing basis. 

He specializes in the following areas:

• Retirement income planning 
• Investment management
• Company stock and options 
• Insurance planning 
• Business retirement plans

Stan graduated from UCLA with a B.A. in Business-Economics. He is also a CFP^® CERTIFIED FINANCIAL PLANNER™ practitioner.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

Stan was born and raised in West Los Angeles and currently resides in Mar Vista.  His greatest passion is to be around the family and friends he loves so dearly.

On his free time, his interests include rooting for the Lakers and Rams, camping, fishing, golf, soccer, and hiking.

California Insurance License #0F33611

Amy W. Johnson has worked in the financial services industry for almost a decade. She began her career at Chase Bank as a banker, where she quickly rose through the ranks. Eventually, she was promoted to JP Morgan’s Client Banking where she found a passion for assisting clients with their financial planning needs. She specifically enjoyed getting to know her clients on a personal level and providing tailored services to fit their needs. 

She then decided to move her practice to Edward Jones where she spent the next 4 and half years. Ultimately, she realized she required additional flexibility and an open architecture platform to better serve her clients allowing her to work in a true fiduciary capacity. She joined Perennial Financial Services in February of 2019, where she was able to take all of her financial planning experience to the next level for herself and her clients. 

Throughout her career she has placed an emphasis on providing client focused relationships and building long term strategies by always keeping her clients best interests at heart. She constantly goes above and beyond for her clients and believes seeing their success is the ultimate reward. 

Amy, her daughter Tiffany and son Alexander currently reside in Redondo Beach. Amy has donated to and attended events for Dress for Success. Currently, she is teaming up with Building Blocks for Kids, helping underprivileged children learn about the basics of investing. Her children are her heart and joy. Tiffany currently participates in gymnastics and is now excited to also play with USYVL volleyball in Hermosa Beach. Alex is an avid baseball player, having played in the Redondo Beach little league baseball for the past couple of years. He is excited to expand beyond the diamond on to the pitch and begin playing soccer. When the children are not participating in team organized activities they work on academics. Amy wanted to ensure they also developed a love for learning. Both children enrolled in Kumon mastering math and reading after school.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

California Insurance License #0I54629

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 PLANNER^TM) and CLU^® (Chartered Financial Consultant) designations. Carlos joined LPL Financial in 1995, inspired by their fee-based money management platform and independent advice. His practice incorporates asset management for individuals and designing employee benefits, including pension plans, for his group clients.

After living in Malibu for many years with his wife Betsy and their sons Gabriel and Hunter,  Carlos and Betsy recently moved to The Berkshires in western Massachusetts. Carlos and Betsy love to travel, and they spend part of the year in Mexico, where they own a vacation home near the ocean. They are both extremely active, cycling running and kayaking.

In 2017 Carlos joined forces with the team of advisors at Perennial Financial Services, an established and rapidly growing firm based in West Los Angeles. Carlos strives to help his clients define their long-term investment objectives and build personalized investment portfolios designed to help them word toward their goals. He recognizes the importance of getting to know his clients, their financial needs and goals, and how best to facilitate the maintenance of their desired lifestyle.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance Lic # 0697707

Eddie first showed an affinity for finances when he experienced Black Monday in October of 1987. Motivated to help clients enhance their financial literacy and manage their full financial picture, he launched his career 30 years ago. He believes in a process-driven approach to financial planning and investing, and has established a comprehensive understanding of his clients’ finances and relies on his standardized processes to help them.

After spending the last 15 years of his career at Ameriprise, Eddie began looking to better enable himself to craft the practice and client experience he had envisioned. Eager to create added value for his clients Eddie decided to move to LPL Financial and partner with a network of like-minded advisors at Perennial Financial.

Eddie will be based in West Los Angeles, serving a diverse mix of clients from young professionals to retirees. He values maintaining close relationships with his clients to fully understand their unique financial needs and goals. Whether his clients seek to achieve financial stability, accumulate wealth or build a legacy, Eddie outlines and executes their personalized financial roadmaps.

Eddie was born in St. Louis but grew up in West Los Angeles.  He earned his bachelor’s degree from Loyola Marymount University.  To this day, he still resides in the West Los Angeles area with his family.

Eddie’s personal interests include rooting for his favorite sports teams and an avid gym junkie.  He also spends time volunteering for several non-profit organizations focusing on helping the senior community.  

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

California Insurance License #0B24445

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 variables of investments, as well as your particular financial situation, goals and risk tolerance, to provide highly-personalized recommendations. In doing so Dennis is oriented towards building long-lasting relationships with his clients, and maintaining those by dedicating himself to service and performance.

He can address your needs in a variety of areas, including:
• Portfolio management
• Retirement planning 
• Education planning
• Insurance planning
• Trust and Estate planning
• 401(k), IRA rollover services and management
• Individual wealth preservation

Dennis is a CERTIFIED FINANCIAL PLANNER™ and has the UCLA Extension Personal Financial Planning certification. Dennis also studied electrical engineering at the University of California, Santa Barbara and has a Bachelor of Science Degree in Business from the California State University of Channel Islands. He previously worked as a financial advisor at Merrill Lynch and Wells Fargo. His industry licenses include: Series 7 held with LPL Financial, Series 66 registrations held with LPL and Perennial Investment Advisors and Insurance License (Life, Disability, Long Term Care, Annuities). CA Insurance License #0H83569.

The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who complete the CFP Board's initial and ongoing certification requirements.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

Brandon Schwartz began his professional career in the tech industry working in sales. When the “Dot Com” bubble burst in early 2000, Brandon left his job in search of a new career and was recruited to Morgan Stanley where he ultimately found his passion for working with individuals, families and small business owners to help them plan for their financial goals and objectives.

Brandon spent over a decade at Morgan Stanley in Beverly Hills but found himself seeking more flexibility and freedom to offer his clients a more diverse offering covering all aspects of their financial planning needs. He was introduced to the team at Perennial Financial in 2012 and immediate felt the connection and shared desire to follow a fiduciary standard.

In his free time, Brandon enjoys spending time with his family and reading on different topics ranging from wealth management, technology, world history and religion. He’s constantly searching for ways to enlighten himself and broaden his perspective on life, health and overall mental wellbeing.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. 

Advisory services offered through LPL Financial, a registered investment advisor.

Kenji found his passion for helping his community at an early age. Kenji found a way to connect his early technological roots to the greater community, and local businesses through mentorship for at risk minority teens. Through this work, Kenji expanded his community mentorship by providing national consulting service to those struggling to understand their organization’s technology demand. Doing so empowered business owners and executives understand they were not at the whim of their IT contractors. After working with AT&T, Kenji provided technology, customer success management, strategic partnership and risk counseling for early and struggling IT companies seeking guidance to develop successful and ethical IT businesses practices.

Kenji started his career in IT when employed with Los Angeles Unified School District, LAUSD, where he mentored at risk minority students while assisting the IT staff to configure and deploy the early generations of mobile workstations for students. After two years, Kenji became to an intern with California State University, Northridge, CSUN, as an Outreach Intern to provide advisement on how to evaluate colleges, establish goals and filing paperwork to enroll for California State Universities, grants and scholarships to at risk minority students in high schools and community colleges within the Greater Los Angeles area.

Soon after leaving CSUN, Kenji transitioned into AT&T as a Business Solutions Consultant for non-profit, local government and small businesses to enterprises. AT&T grew his understanding of communications and interconnectivity through complex networking and mobile applications. After five and a half successful years as a brand ambassador and solutions consultant for AT&T, Kenji took an opportunity to grow an IT Managed Services Provider with a national presence and specialized in industry leading IT solutions for multiple verticals. Kenji took on several roles coining the nickname “The IT Henchman”. He was the Head of ISP and Telecommunications consulting, along with establishing their Cybersecurity and Compliance as a service offerings. Examples of the compliances as a service plans are PCI-DSS, HIPAA, FINRA and NIST 800-171. The MSP’s revenue grew by over 50% in one year with the successful implementation of the new service offerings and strategic changes using an advisory approach to best understand their clients’ pain points in application support, infrastructure, hardware, cybersecurity, and compliance. Kenji was involved in Technical Writing to enterprise, municipal and federal Information Technology bids.

Kenji Martinez left the MSP to establish Oversight IT Consulting, LLC.  Kenji provides Technology Solutions and Vendor Consultant from Los Angeles, Ca. His success in consulting for small to midsize businesses and municipal entities is formulated from his unique approach to Information Technology management. Kenji’s tactical approach to managing internal and external client’s staff and vendors has been successful by establishing unbiased consulting and evaluation services. His evaluations of IT vendors and proposed projects give oversight into financial and technological impacts of projects. Each client is provided with qualitative reports and communications guiding executives to confidently conclude and approve milestones, initiatives, and procedures to establish a highly available, robust and secure networks.

As the CTO of Perennial Financial Services, Kenji is strategically updating, migrating to and developing new technologies to streamline the efficiencies of Perennial’s advisors and staff*.  While updating infrastructure and line of business applications, Kenji is ensuring alignment with FINRA, PCI and CPRA compliance.  The unforeseen changes of 2020 and its call for robust remote work solutions and effective cybersecurity strategy are his top priorities as the CTO to keep business continuity.

*Kenji Martinez and Oversight IT Consulting, LLC provide services directly to Perennial Financial Services staff. Kenji Martinez and Oversight IT Consulting, LLC are not affiliated with or endorsed by LPL Financial.

Tony Lee is the Chief Compliance Officer for Perennial Financial Services.  His main responsibilities include managing and overseeing all aspects of the firm’s compliance program and promoting a strong culture of compliance of high integrity, ethics, regulatory awareness, and education. 

He began his 20 years of compliance career at FINRA as an Associate Examiner.  In this role, his main focus was to ensure that the broker-dealer industry was following the rules and regulations designed to protect everyday investors as well as to preserve market integrity.   After FINRA, he joined Countrywide Capital Markets to manage the regulatory compliance program for the mortgage backed securities underwriting business.  Thereafter, he joined MUFG UnionBanc Investment Services to supervise the compliance activities for the institutional sales and fixed income trading desk.

Tony is a lifelong resident of Southern California and has attended University of California, Santa Barbara with a double major in Business Economics (Emphasis in Accounting) and in Political Science.   He has also obtained the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society of Los Angeles.  He currently maintains the following FINRA securities licenses: Series 7, 24, 53, 63, and 65. 

He currently resides in South Bay with his wife and son.  In his spare time, he enjoys playing the guitar, participating in his son’s extracurricular activities, and rooting for the Dodgers and the Lakers.  

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

Abner Pacheco is a Client Services Associate with over 10 years of financial industry experience. He began his career as an operations intern at National Planning Holdings, Inc. (NPH), where he handled multiple projects including operations reporting as well as conducting stringent document reviews. He received high praise for his work and his accuracy, along with his exceptional attention to detail. He was ultimately offered a full-time position before being promoted to the position of New Accounts Associate. In his new role, he was tasked with establishing all new account forms, initiate money and fund transfers, while providing excellent customer service. For over a decade he supported financial advisors through new business account opening and processing while guiding them with his extensive knowledge of the financial requirements. 

Abner also used his drive and dedication to participate in Martial Arts for over 12 years where he would receive medals and ultimately a Black Belt in Taekwondo and Muay Thai. For his achievements and understanding of Taekwondo he was able to teach kids and adults and guide them to becoming more skilled while improving their fundamentals. It was there where he learned to sharpen many talents, not only in martial arts, but also in developing a strategy to better the experience and guidance for other people.

Abner was born and raised in Los Angeles where he currently lives with his girlfriend and 4 pets. He enjoys going on hikes, watching movies, and participating in spartan race competitions. 

Susan Della Penna is a Client Service Associate with Perennial Financial Services.  She has extensive experience within the Building Services industry in sales, operations, customer relations and holds a LEED Green Certification designation. In 2017, she decided to change career paths and entered the wealth management industry.

In her previous role at Beverly Hills Wealth Management, she served as the Director of Operations handling customer relations, new account forms, initiating money transfers, office management, vendor relations and billing.

Susan currently teaches Krav Maga kickboxing classes, trains private clients and volunteered to train war veterans for LiftVets in her spare time. In addition, she has volunteered with Westside German Shepherd Rescue and Los Angeles Rabbit Foundation.

Susan is originally from Ohio. She enjoys kickboxing, Pure Barre classes, yoga and spinning. She’s an avid reader and for the past three years has been part of a business book club.

Audrey Kettering has been working in the financial services industry for 12 years.  She began her career at Edward Jones Investments, where she held the role of Branch Office Administrator (BOA), and was responsible for all front office client interaction, order processing as well as helping the office with marketing outreach to clients and prospects. 

After working at Edward Jones, she transitioned to Elite Scheduling Firm for 8 years serving as a Regional Scheduling Coordinator. There, she was responsible for managing the schedules of multiple sales executives at numerous firms all with different product responsibilities across the entire country. 

Audrey prides herself on being a highly organized, trusted team member, with strong attention to detail. She provides a high-level of administrative support for senior executives and their teams, handling a range of organizational responsibilities from prioritizing and managing complex schedules, vetting meeting requests, booking travel to planning internal and external meetings, creating presentations, and coordinating and managing special projects. Above all else, Audrey enjoys client outreach – creating, cultivating, and strengthening relationships.

Audrey enjoys working out, being outdoors, going on adventures with her family and her dog Maverick. She’s extremely involved within her community. She was a Cheer coach, served on the board of Pop Warner Football and Cheer and started a non-profit Mom’s group. 

 Audrey is originally from Chicago, IL and resides in El Dorado Hills, CA with her husband Brian and their three children. 

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 understands the necessity of confidentiality in financial matters. She also knows the importance of attention to detail in all she does.

Education

Maarten Rietveld holds an MBA from the American Graduate School of Global Management and an MS Finance from American University.  He has the CFP^®, Certified Financial Planner, AIF^®, Accredited Investment Fiduciary,  CDFA™, Certified Divorce Financial Analyst and CEPA, Certified Exit Planning Advisor designations.

Practice

Maarten collaborates closely with clients CPA’s and divorce & estate-planning attorneys on: 

• Life/Legacy Advising
• Financial Planning
• Risk/Wealth Management
• Tax Mitigation Strategies

Community

He’s board member of RACE, (Reclaiming America’s Communities through Empowerment). RACE seeks to reduce gang violence through youth outreach, job training/placement, school/park safety programs and young women’s mentorship.

Maarten is also a team leader/ambassador for Food Forward, an organization that recovers surplus produce from farmers markets for food insecure residents of Los Angeles County.

Awards

Maarten received the 2020 Five Star Los Angeles Wealth Manager award, and is a past recipient of the 2018, 2017 and 2015 five star honors.*

Member

• AFE, Association of Financial Educators
• CalCPA, California Association of CPA’s
• CPA^PLUS Network
• FTA, Financial Therapy Association
• IDFA, Institute for Divorce Financial Analysts
• LACFLA, Los Angeles Collaborative Family Law Association
• California Insurance License #0L07623

*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.

Advisory services offered through LPL Financial, a registered investment advisor.

As a financial advisor, Shirley makes the complicated simple by educating her clients so they can feel more comfortable about the decisions they make regarding their financial health.  She believes that the seeds of our financial future are planted in the steps taken today.

Shirley is committed to always doing what is in the client’s best interest and it doesn’t matter if it takes hours to explain investment concepts to the novice investor.  She develops a close understanding of her client’s needs in order to create a comprehensive plan which will assist them in pursuing both short and long-term goals.

Shirley has over 30 years of financial services experience which included a few years spent at Union Bank in the International Lending Department.  She feels that all her past work experiences have prepared her well for the career she has today.

Shirley received the Accredited Asset Management Specialist (AAMS^®) designation in 2016 and the Accredited Investment Fiduciary^® (AIF^®) designation in 2019. 

Shirley is proud of her two boys, Jon and Johann who have grown up to be kind, compassionate and productive citizens of society.  Shirley loves to travel and while Paris used to be a favorite destination, it has now been replaced by Prague.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance Lic #0G35540

Bart Albrigo is a Senior Vice President and wealth management advisor at Perennial Investment Advisors in our Arizona office.

Being in the financial services industry for more than 29 years as a wealth advisor, Bart has developed experience in stock market strategies, alternative investment strategies, and portfolio preservation ranging from basic to complex and more aggressive strategies. He has also gained a comprehensive understanding of Estate Planning including Family Foundations and Charitable Remainder Trusts.

Investment advisory services through Perennial Investment Advisors, LLC a registered investment advisor.

Jason R. Good believes that his job as a financial advisor is to help his clients make their lives better. Household finances are complex and daunting at times and having an experienced advisor in your corner is essential for success. Whether the savings goal is immediate, like for a car or house, or longer term, like planning for retirement, he strives to reduce the associated complexity and anxiety by simplifying the process. With a calm, measured approach, Jason utilizes not only his own knowledge and expertise to help his clients achieve their personal goals but also connects clients with experts in complementary fields such as accounting and law.

Jason heard about Perennial during a chance encounter on the golf course. And, after learning more about Perennial’s team-based approach, he eagerly joined them in 2020. He holds the Series 66 through Perennial Investment Advisors. He also holds Idaho insurance licenses in life and health. Jason was a mortgage originator in the early part of his career, making the switch to investments to follow his passion- helping others improve their financial situation in order to meet their personal goals.

Born and raised in Boise, Idaho, Jason attended Boise State University where he walked-on to the golf team. He played for three seasons and realized that he wasn’t going to become a professional golfer. Turning his focus to his studies, Jason graduated in 2005 with a BBA in Finance and in Business Management. Still residing in Boise, he is married and has two children. Now a fair-weather golfer, he manages to get in one or two rounds a month.

ID Insurance License # 565566

Investment advisory services through Perennial Investment Advisors, LLC a registered investment advisor.