Los Angeles, California- Perennial Financial Services is thrilled to announce the addition of Devin Shaeffer to its esteemed team of financial professionals. Devin joins Perennial under his own DBA, Shaeffer Private Wealth Management, bringing a deep passion for strategic investment management, a commitment to client-first financial planning, and a relentless drive for excellence.
Devin’s passion for investment strategies and financial planning is rooted in his analytical mindset, honed from his love of strategic thinking —much like his past enthusiasm for chess. His natural ability to think several moves ahead, combined with his comprehensive understanding of the statistics and probabilities that underpin financial markets, makes him an exceptional asset to his clients. For Devin, investment management is more than a profession—it’s a mindset. He enjoys analyzing market trends, devising winning strategies, and helping clients navigate complex financial landscapes with confidence and clarity.
Devin is known for his tireless work ethic and determination—traits he carried over from his early passion for long-distance running. Just as in his running days, where he pushed through with his eyes on the finish line, Devin brought the same level of perseverance to help his clients reach their financial goals. He believed in always going the extra mile, not just working harder, but working smarter.
Whether markets are calm or volatile, his goal is to keep his clients level-headed as investing is deeply personal and often emotional. He helps them understand the bigger picture, guiding them through difficult times with a calm and steady hand. Devin shared, “I treat my clients’ money like it’s my family’s—always putting them first and making decisions that are right for the long term, not just short-term success.”
This client-first philosophy, where relationships are paramount and every decision is grounded in integrity and trust, makes Devin a natural fit for Perennial Financial Services. The firm’s commitment to supporting advisors and providing holistic financial services aligns perfectly with Devin’s approach.
“I am incredibly excited to be joining Perennial Financial Services. Their commitment to transparency, their process-driven approach, and their genuine care for both clients and advisors made this an easy decision for me. I’ve always strived to do what others are not doing—work harder, be more strategic—and Perennial shares that vision.”
Devin has been married for 24 years and is the proud father of two daughters. Outside of work, he enjoys spending time with his family, staying active, and continuing to hone his strategic thinking.
Devin’s addition to Perennial Financial Services marks an exciting chapter for both the firm and its clients. His strategic mindset, unwavering determination, and client-first philosophy are in perfect alignment with Perennial’s mission to provide best-in-class financial services, and his presence will undoubtedly strengthen the firm’s ability to guide clients toward their financial goals.
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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, Perennial Financial Services and Shaeffer Private Wealth Management are separate entities from LPL Financial.