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Alan Simeon Joins Perennial Financial Services, Bringing Over Twenty-Eight Years of Financial Expert

Alan Simeon Joins Perennial Financial Services, Bringing Over Twenty-Eight Years of Financial Expert

May 03, 2024


Los Angeles, California- Perennial Financial Services proudly announces the addition of Alan Simeon to their team of financial professionals. With nearly thirty years of experience as a wholesaler in the financial services industry, having worked with thousands of advisors and hundreds of firms, Alan brings knowledge and experience to his new role at Perennial Financial Services.

After reflection (reflecting?) on his career path, Alan has decided to embark on a new chapter by joining Perennial Financial Services as a Senior Vice President and Financial Advisor. This choice comes after a comprehensive assessment of various firms, highlighting Perennials exceptional dedication to their advisors and their unique approach to growth and collaboration.

“Perennial Financial Services stood out to me as a firm that genuinely cares about every individual”, Alan shared. “Their approach isn’t about rapid expansion for the sake of growth, but rather about fostering a community of like-minded professionals who are dedicated to mutual growth and success.”

Alan’s passion for his work and genuine concern for his clients’ financial well-being align perfectly with Perennial Financial Services’ core values. “It’s all about people, process, and performance,” Alan emphasized. “Perennial Financial Services embodies these principles, and I am thrilled to be a part of a team that prioritizes integrity, innovation, and client satisfaction above all else.”

John B. Petrick, Senior Managing Director at Perennial Financial Services stated, "Today marks an exciting moment for Perennial Financial as we proudly announce the addition of Alan Simeon to our team. Alan's nearly three decades of expertise, coupled with his decision to join us over other firms, speaks volumes. His work ethic, morals, and alignment with our culture epitomize excellence. We warmly welcome him to our dedicated professional family and look forward to the journey ahead.”


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

Advisors associated with Perennial Financial Services are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC, and may be 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.