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About Us

At Perennial Financial Services, we are a team of more than 30 highly skilled financial advisors spread across five different states. With multi-custodial access to Fidelity, as well as being recognized as one of the fastest-growing firms at LPL, we take pride in consistently delivering exceptional service while following a fiduciary standard for our clients.

Our name, Perennial

Our name, Perennial

Our name reflects our commitment to developing deep and longstanding relationships with our clients. We believe in building trust through delivering sound strategies for growing, preserving, and transferring wealth from one generation to another. We understand that true confidence is earned by tailoring our approach to each client's unique objectives and working in partnership to optimize their entire financial picture.

Excellence is at the core of everything we do. We maintain a high standard of excellence by emphasizing specialized knowledge and thoughtful innovation. Our team of advisors possesses a diverse range of expertise and training backgrounds, enabling us to provide comprehensive financial guidance across various areas.

We firmly believe that success for our clients can be achieved through a disciplined process and insightful approach. By thoroughly analyzing your financial situation, understanding your goals, and considering your risk tolerance, we develop customized strategies that align with your needs. We strive to optimize your financial outcomes and provide you with financial confidence..

Our Perennial Family of Advisors

West Los Angeles, CA

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

Dane Streeter

Dane C. Streeter

Managing Director | LPL Registered Representative

(424) 442-2585

Brad Harris

Brad B. Harris, AIF®

Managing Director - Retirement Planning | LPL Registered Representative

(424) 442-2589

Stan Choo

Stan Choo, CFP®

Director - Financial Planning | LPL Registered Representative

(424) 442-2515

(310) 445-2506

Eddie Chan

Eddie Chan

Vice President | LPL Registered Representative

(424) 442-2516

(310) 445-2506

Amy Johnson

Amy W. Johnson

Vice President | LPL Registered Representative

(424) 442-2588

(310) 445-2506

Carlos Lluch

Carlos C. Lluch, CFP®, CLU®

Vice President | LPL Registered Principal

(310) 589-0577

(818) 735-0635

Brandon Schwartz

Brandon B. Schwartz

Vice President | LPL Registered Representative

(805) 402-2053

(310) 445-2506

James Di Cocco

James Di Cocco

LPL Financial Advisor I LPL Registered Representative

(310) 508-7008

(310) 445-2506

Dennis Shu

Dennis Shu, CFP®

Vice President | LPL Registered Representative

(424) 442-2507

Abner Pacheco

Abner Pacheco

Client Service Associate

(424) 442-2504

(310) 445-2506

Audrey Kettering

Audrey Kettering

Client Service Associate

(424) 442-2501

(310) 445-2506

Kelley Curtis

Kelley Curtis

Client Service Associate

(310) 589-0577

(818) 735-0635

Anthony Lee

Anthony Lee, CFA®

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

Central Coast, CA

Michael Fuller

Michael Fuller

Senior Vice President I Financial Advisor

(805) 489-7550

(805) 481-5441

Alan Simeon

Alan Simeon

Senior Vice President I LPL Financial Advisor

(805) 991-7770

(805) 481-5441

Rob Barber

Rob Barber

Financial Advisor I LPL Registered Representative

(805) 489-7550

(805) 481-5441

Lisa Camassa

Lisa Camassa

Client Service Associate

(805) 489-7550

(805) 481-5441

Santa Monica, CA

Glendale, CA

Shirley Tan

Shirley Tan, AAMS®, CMFC®, AIF®

Financial Advisor | LPL Registered Representative

(747) 215-9679

(747) 215-9701

Litchfield Park, AZ

Bart Albrigo

Bart R. Albrigo

Senior Vice President

(623) 255-3384

(310) 445-2506

Boise, ID

Jason Good

Jason R. Good

Financial Advisor

(208) 841-6904

(310) 445-2506

Minneapolis/Saint Paul, MN