Broker Check

The Private Client Team

Four advisors. One team.
The conversations that actually matter.

Built on different experiences, we share the same commitment to delivering exceptional client care. We show up for clients the way most advisors won't.

Advisors based in the following locations

California Minnesota New Jersey New York

Different perspectives.
Shared commitment.

Every client gets the full team, not just one advisor.

We challenge each other as different instincts lead to better outcomes.

We have a strong connection as a team, and clients feel that.

Eddie Chan

California

Eddie Chan

Senior Vice President | LPL Registered Representative

Eddie Chan's journey into the world of finance began with a significant event that left a lasting impression on him. It was the infamous Black Monday in October of 1987 when the stock market crashed.

Learn More
Ximena Silva-Avila

Minnesota

Ximena Silva-Avila, CFP®, CSRIC®

Vice President | Financial Advisor

Ximena Silva-Avila is a dynamic, fast-rising professional in the field of wealth management. A proud graduate of Macalester College with degrees in applied mathematics and political science, Ximena brings a blend of analytical rigor and a deep understanding of political landscapes to the financial world.

Learn More
Caribel Colon

New Jersey

Caribel Colon, RICP®

Wealth Strategist, Director of FP

Caribel is a distinguished Financial Planner dedicated to helping families navigate every financial chapter of life. Her practice is built on a simple but powerful belief: that great financial guidance should be honest, holistic, and deeply personal. She leads every client relationship with integrity, transparency, and compassion, making sure that every person she works with feels not just advised, but truly cared for.

Learn More
Abhishek Vakil

New York

Abhishek Vakil

Senior Vice President | Financial Advisor

With over 10 years of experience in the financial services industry, I am dedicated to helping clients navigate their financial journeys. Throughout my career, I have managed substantial client assets, employing tailored strategies that align with each client's unique goals.

Learn More

Our Why

We created this to make a real difference.

The reason we do this work is simple. Our clients deserve someone in their corner who is honest, present, and invested in what happens to them.

Our Story

Our Values

The things we hold to, every time.

Integrity. Honesty. Relationships built to last. These aren't aspirational; they're how we show up.

See Our Values

What Sets Us Apart

Not just another advisory team.
The right one.

We work differently than most. Here's what that means for you.

Learn More

The team for clients who want more.

Built for Now

Financial guidance has looked the same for a long time. Formal. Distant. Transactional. We're not that.

1

Real thoughts, not safe ones.

2

Conversations, not presentations.

3

We remember what you told us.

4

We show up as ourselves.

5

We care what happens to you.

"

Financial confidence is built conversation by conversation, over a relationship that deepens with time.

— The Team

Get in Touch

Your information is kept private and will only be used to connect you with a member of our team.

Our Team Locations

California

Los Angeles Office

11620 Wilshire Boulevard, Suite 400
Los Angeles, CA 90025

Office: (310) 445-2504
Fax: (310) 445-2506

Minnesota

Saint Paul Office

757 Cleveland Ave
Saint Paul, MN 55116

Office: (651) 998-4540
Fax: (310) 445-2506

New Jersey

New Jersey Office

1800 JFK Boulevard, Suite 300
Philadelphia, PA 19103

Office: (347) 315-1121

New York

Brooklyn Office

214 Duffield Street #53E
Brooklyn, NY 11201

Office: (917) 352-1352
Fax: (917) 352-1353

Perennial Financial Services — Advisor Locations