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Our California Team

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Perennial Financial Services
Branch Locations · California
City California
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WEST LOS ANGELES

John Petrick

John B. Petrick

Senior Managing Director | LPL Registered Representative

(424) 442-2581

(310) 445-2506

Christopher Nowakowski

Christopher Nowakowski

Senior Managing Director | LPL Registered Principal

(424) 442-2580

(310) 445-2506

Brad Harris

Brad B. Harris, AIF®

Managing Director - Retirement Planning | LPL Registered Representative

(424) 442-2589

Dane Streeter

Dane C. Streeter

Managing Director - Financial & Estate Planning | LPL Registered Representative

(424) 442-2585

Stan Choo

Stan Choo, CFP®

Director - Financial Planning | LPL Registered Representative

(424) 442-2515

(310) 445-2506

Eddie Chan

Eddie Chan

Senior Vice President | LPL Registered Representative

(424) 442-2516

(310) 445-2506

Ben Lawler

Ben Lawler - Juris Doctor, CPA, Financial Advisor And Wealth Manager

Senior Vice President | LPL Registered Representative

(424) 442-2522

Amy Johnson

Amy W. Johnson

Vice President | LPL Registered Representative

(424) 442-2588

(310) 445-2506

Ariana Hakami

Ariana Hakami

Vice President I LPL Registered Representative

(424) 442-2583

(310) 445-2506

Brandon Schwartz

Brandon B. Schwartz

Vice President | LPL Registered Representative

(424) 442-2553

(310) 445-2506

Carlos Lluch

Carlos C. Lluch, CFP®, CLU®

Vice President | LPL Registered Principal

(310) 589-0577

(818) 735-0635

Dennis Shu

Dennis Shu, CFP®

Vice President | LPL Registered Representative

(424) 442-2507

James Di Cocco

James Di Cocco

LPL Financial Advisor I LPL Registered Representative

(310) 508-7008

(310) 445-2506

Will Sosniecki, APMA®

Will Sosniecki, APMA®

Financial Advisor

424.442.2539

310.445.2506

Gregory Morse

Gregory Morse, CFP®, CEPA

Vice President I LPL Registered Representative

(424) 442-2543

(310) 445-2506

CENTRAL COAST

Alan Simeon

Alan Simeon

Managing Director I Financial Advisor

(805) 489-7550

(805) 991-7770

(805) 481-5441

Michael Fuller

Michael Fuller

Senior Vice President I Financial Advisor

(805) 489-7550

(805) 481-5441

Rob Barber

Rob Barber

Vice President I Financial Advisor

(805) 489-7550

(805) 481-5441

Ira Candib

Ira Candib, CFP®

Vice President I LPL Financial Advisor

(818) 504-0220

Maddox De Nunzio

Maddox De Nunzio

Financial Advisor

(805) 489-7550

(805) 481-5441

Lisa Camassa

Lisa Camassa

Operations Manager - Central Coast

(805) 489-7550

(805) 481-5441

SANTA MONICA

Maarten Rietveld

Maarten Rietveld,  CFP®, AIF®, CDFA™, CEPA

Vice President I LPL Registered Principal

(310) 490-0624

glendale

Shirley Tan

Shirley Tan, AAMS®, CMFC®, AIF®

Financial Advisor | LPL Registered Representative

(747) 215-9679

(747) 215-9701

Ira Candib

Ira Candib, CFP®

Vice President I LPL Financial Advisor

(818) 504-0220

Our Administration Team

Anthony Lee

Anthony Lee, CFA®

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

Betty Chin

Betty Chin

Chief Growth Officer

(424)442-2541

Kenji Martinez

Kenji Martinez

Chief Technology & Artificial Intelligence Officer

(805) 243-8885

Cassidy Horniak

Cassidy Horniak

Chief Marketing Officer

(856) 807-5770

Abner Pacheco

Abner Pacheco

Client Service Manager

(424) 442-2504

(310) 445-2506

Susan Della Penna

Susan Della Penna

Client Service Associate

(424) 442-2509

Salena Scoccolo

Salena Scoccolo

Client Service Associate

(424) 442-2512

(310) 445-2506

Audrey Simeon

Audrey Simeon

Client Service Associate

(424) 442-2501

(310) 445-2506

Our Investment Committee

Stan Choo

Stan Choo, CFP®

Director - Financial Planning | LPL Registered Representative

(424) 442-2515

Anthony Lee

Anthony Lee, CFA®

Chief Compliance Officer

(424) 442-2575

Julian Locke

Julian Locke, CFP®, ChFC®, CRPC™, CDFA®

Senior Vice President I Financial Advisor

(651) 998-4540

Christopher Nowakowski

Christopher Nowakowski

Senior Managing Director | LPL Registered Principal

(424) 442-2580

John Petrick

John B. Petrick

Senior Managing Director | LPL Registered Representative

(424) 442-2581

Ximena Silva-Avila

Ximena Silva-Avila, CFP®, CSRIC®

Vice President | LPL Registered Representative

(651) 998-4538

Alan Simeon

Alan Simeon

Managing Director I Financial Advisor

(805) 489-7550

(805) 991-7770

LPL Research

LPL Research

At Perennial Financial Services, our goal is simple: to help you confidently manage the complexities of success while preserving what matters most.