New York City – Perennial Financial Services is excited to announce that Abhishek Vakil has joined the firm, bringing over 10 years of experience in financial management, financial literacy, and client-centered financial solutions. Abhishek's journey into finance began right out of school, in 2010, during the aftermath of the financial crisis. Despite the challenging job market, he found an opportunity with Fidelity’s training program, where he sharpened his skills and gained invaluable experience.
Abhishek’s passion for financial literacy and education has always been at the core of his career. He believes that understanding finance is essential for individuals and business owners to achieve lasting success. His mission has always been to empower his clients with knowledge, helping them take control of their financial futures. This drive to give back and educate his clients is what motivated him to pursue a career in finance.
"I've always been drawn to working with business owners and those with an entrepreneurial mindset," Abhishek said. "It’s truly rewarding to connect with people who are committed to doing the hard work and taking ownership of their financial goals. Being able to guide them and see their ideas come to life is incredibly gratifying."
Abhishek views his role as a financial advisor as much more than just providing advice. His philosophy is based on building strong, two-way relationships and effective communication, working together to set and achieve goals. "My job is to be a partner in my clients’ financial journey, helping them figure out methods and solutions while keeping their goals in mind," he explained.
"Abhishek's passion for financial education, coupled with his dedication to building strong, authentic relationships with clients, makes him an incredible asset to our team," said John Petrick, Managing Director of Perennial Financial Services. " We are thrilled to have him on board and look forward to the positive impact he will continue to make."
With a client base spanning across 40 states, Abhishek has seen the profound impact of thoughtful financial planning on clients' success. His work focuses on creating strategic plans that make a tangible difference, and he takes great pride in seeing these plans come to fruition. Outside of work, Abhishek enjoys playing golf, traveling, and exploring the diverse food scene in New York City, where he resides. He is also deeply committed to volunteering in underserved communities.
What drew Abhishek to Perennial Financial Services was the firm's commitment to its advisors and their clients. "I had a gut feeling that Perennial truly cares about me, my clients, and the relationships we build. They value quality over quantity, and their client-first, team-focused culture really stood out to me," he said. "With Perennial, I can continue to grow while maintaining strong, personal connections with my clients. They provide the right tools and support to do so."
Abhishek is excited to bring his knowledge, passion, and dedication to Perennial Financial Services and LPL Financial, while looking forward to helping clients achieve their financial goals with confidence.
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About Perennial Financial Services
Perennial Financial Services is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 2004, Perennial Financial Services offers a turnkey platform for transitioning advisors pursuing independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an RIA. For more information, please visit www.gohybridria.com. Advisors associated with Perennial Financial Services are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC, and maybe either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Perennial Investment Advisors, LLC. a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.