In 2004, John B. Petrick and Chris Nowakowski created Perennial Financial Services - an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Their vision was to create a personalized financial planning approach for families, foundations, institutions, and businesses with unique financial and wealth management circumstances. Additionally, they sought out to create a turnkey platform allowing likeminded advisors to pursue independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an independent RIA.
John was born and raised in Pacific Palisades, California. His father owned an independent residential real estate brokerage, while his mother taught 3rd and 4th grade at Marquez and Palisades Elementary. John graduated from Pacific Palisades Charter High School, then attended the University of Arizona, in Tucson, where he graduated with a Bachelor of Science in Retail & Consumer Sciences and a Minor in General Business Administration.
John, his wife Sara, daughter Delaney and son Austin currently reside in Woodland Hills, California. However, John remains highly involved in the Pacific Palisades where he has served as the 2010-2011 President of the Palisades Chamber of Commerce and served on the Board of Directors and the Executive Committee of the Board of Directors for 14 years. He has also served as First Vice President of the Palisades Americanism Parade Association (P.A.P.A.), and the Palisades Posse to promote a safe business environment. In 2008, John was selected for inclusion in the "Cambridge Who’s Who" registry of executives, professionals, and entrepreneurs. In 2023, John was once again named as a FIVE STAR Wealth Manager for the 12th consecutive year.1 Additionally in 2023, John was once again named as a Leader of Influence amongst Wealth Managers by the Los Angeles Business Journal for the 2nd consecutive year.2 His financial commentary has been featured in the Grayhawk Flight Magazine, ThisWeekInThePalisades.com, and The Palisadian-Post.
1Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2023 Five Start Wealth Managers.
2The 2022 and 2023 Los Angeles Business Journal’s Leaders of Influence award winners were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community, including professional achievements, community leadership, milestones, and notable accomplishments. The professionals did not pay to be included in the selection process.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
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