John B. Petrick has had extensive investing experience of over 25 years having managed his family’s investments since his days in high school. His professional career began at UBS Financial Services in Beverly Hills, where he was recruited while finishing his senior year of college.
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 in 1998. He then attended the University of Arizona, in Tucson, where he graduated in 2002 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 2022, John was once again named as a FIVE STAR Wealth Manager for the 11th consecutive year.1 Additionally in 2022, John was named as a Leader of Influence amongst Wealth Managers by the Los Angeles Business Journal.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 2012-2022 Five Start Wealth Managers.
2The 2022 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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