[FOR IMMEDIATE RELEASE]
Los Angeles, California- Perennial Financial Services is proud to announce the addition of Caribel Colon as a financial advisor in the newly established Philadelphia office, marking the firm's first presence in the Northeast. This significant expansion reflects Perennial’s dedication to delivering personalized, relationship-focused financial guidance to a broader clientele. As Colon joins the Perennial Financial Services team, she is an asset in further strengthening the firm’s commitment to delivering personalized and relationship-driven financial guidance.
With a rich heritage rooted in her Puerto Rican background and influenced by her parents' careers—her mother as an executive assistant in the financial industry and her father as an entrepreneur—Colon brings a unique and valuable perspective to her role as an advisor. Her transition into the financial industry was driven by the realization during a financial planning seminar, where she recognized that she had already been informally providing many of the services typically offered by a financial advisor to her friends and family. This insight fueled her desire to pursue a career where she could significantly impact others' lives, particularly by offering support during their emotionally charged financial decisions.
"Witnessing my mother navigate important financial decisions independently was a motivator for me," says Colon. "I want everyone to have access to financial education and to understand the decisions they are making when it comes to their finances. My aim is to create a welcoming environment where clients feel comfortable seeking guidance and expanding their financial knowledge.”
As a Latina woman in an industry where both women and minority groups are traditionally underrepresented, Colon is driven by her clients’ progress and the value they place in her expertise. The strong referral network she has cultivated is a testament to the meaningful impact she has made throughout her career.
Colon’s client-first philosophy is rooted in creating an accessible and inclusive environment. By intentionally avoiding industry jargon, she ensures that her clients feel secure and empowered in their financial decision-making processes. “My goal is to empower my clients by treating them as peers, allowing them to build their financial knowledge with confidence,” she added.
Colon was drawn to Perennial Financial Services by the firm’s process-driven methodology and commitment to transparency—principles that resonate closely with her own values. “Perennial stands out for its strong team culture and genuine concern for both clients and advisors,” Colon noted. “I’m excited to join a firm that feels like an extension of family, where I can continue to grow professionally while contributing to our clients’ financial independence.”
Perennial Financial Services is thrilled to welcome Caribel Colon to the team and is confident that her passion for client empowerment and her commitment to transparent, relationship-focused advising will be invaluable to the firm’s ongoing growth.
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 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.