Dane C. Streeter

Dane C. Streeter is the Managing Director of Financial and Estate Planning strategies, specializing in how taxes and titling of assets play a huge role in one’s financial plan. He holds the series 7 & 63 through LPL Financial, the series 65 (Investment Advisor Representative) through Perennial Investment Advisors and California Insurance which represents his Fiduciary Standard of Excellence to advisory clients. Dane begins by putting together a comprehensive financial plan for each of his clients. This strategy includes guidance in the many financial areas of life including business succession planning, retirement plans, investment solutions, insurance, tax and estate planning. Dane helps his clients pursue their financial goals by building and working with each client’s CPA, Attorney, P&C agent, Realtor, Mortgage broker.

Dane began his interest in the financial services profession while assisting his father’s group in their San Diego offices. From there he attended San Diego State University and then moved to San Luis Obispo where he began his career with WM Financial Services. Dane desired an elevated level of compliance, investments, and resources for high-net-worth clients, which is why he chose LPL Financial, the largest independent Broker Dealer in the nation.*

After moving to Los Angeles, Dane sought to create a group of advisors who specialize in various areas of financial solutions, with uncompromising values and top-notch service. His search led him to Perennial Financial Services, another LPL group. The group has since grown from 4 advisors in 2009, to over 35 advisors today, specializing in various financial solutions.

*As reported by Financial Planning magazine, June 1996-2023, based on total revenue.   

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance License #0E34845