Anthony Lee, CFA^®

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

anthony@perennialfs.com

Betty Chin

Chief Growth Officer

(424)442-2541

betty@perennialfs.com

Kenji Martinez

Chief Technology & Artificial Intelligence Officer

(805) 243-8885

kenji@perennialfs.com

Cassidy Horniak

Chief Marketing Officer

(856) 807-5770

cassidy@perennialfs.com

Abner Pacheco

Client Service Manager

(424) 442-2504

(310) 445-2506

abner@perennialfs.com

Susan Della Penna

Client Service Associate

(424) 442-2509

susan@perennialfs.com

Audrey Simeon

Client Service Associate

(424) 442-2501

(310) 445-2506

audrey@perennialfs.com

Salena Scoccolo

Client Service Associate

(424) 442-2512

(310) 445-2506

salena@perennialfs.com

Stan Choo, CFP^®

Director - Financial Planning | LPL Registered Representative

(424) 442-2515

(310) 445-2506

stan@perennialfs.com

Anthony Lee, CFA^®

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

anthony@perennialfs.com

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

Senior Vice President I Financial Advisor

(651) 998-4540

julian@perennialfs.com

Christopher Nowakowski

Senior Managing Director | LPL Registered Principal

(424) 442-2580

(310) 445-2506

chris@perennialfs.com

John B. Petrick

Senior Managing Director | LPL Registered Representative

(424) 442-2581

(310) 445-2506

john@perennialfs.com

Ximena Silva-Avila, CFP^®, CSRIC^®

Vice President | LPL Registered Representative

(651) 998-4538

ximena@perennialfs.com

Alan Simeon

Managing Director I Financial Advisor

(805) 489-7550

(805) 991-7770

(805) 481-5441

alan@perennialfs.com

LPL Research