John B. Petrick

John B. Petrick is the co-founder of Perennial Financial Services, an independent wealth management firm established in 2004. Alongside Chris Nowakowski, John launched the firm with a vision to deliver comprehensive, customized financial planning and investment management solutions tailored to the unique needs of families, foundations, institutions, and business owners. From day one, Perennial has focused on providing a personalized, relationship-driven experience built on trust, transparency, and goals based financial planning.

A native of Pacific Palisades, California, John comes from a family rooted in entrepreneurship—his father owned an independent residential real estate brokerage, while his mother was a devoted teacher. After graduating from Pacific Palisades Charter High School, John attended the University of Arizona, earning a Bachelor of Science in Retail & Consumer Sciences with a minor in General Business Administration.

Today, John lives in Woodland Hills, California with his wife, Sara, and their two children, Delaney and Austin. Despite relocating, he remains deeply connected to his hometown. He served as President of the Palisades Chamber of Commerce from 2010 to 2011 and has spent over 14 years on its Board of Directors and Executive Committee. His community involvement also includes serving as First Vice President of the Palisades Americanism Parade Association (P.A.P.A.) and working with the Palisades Posse to support public safety and local business advocacy.

Over the course of his career, John has been widely recognized for his impact and leadership in the financial services industry. He was inducted into the Cambridge Who’s Who registry of executives, professionals, and entrepreneurs in 2008. Since 2012, he has been named a FIVE STAR Wealth Manager for 15 consecutive years. In 2024, John ranked #3 on AdvisorHub’s “Top 100 Next Gen Advisors to Watch”—a list spotlighting the largest and fastest-growing practices led by advisors under age 45. In 2025, the Los Angeles Business Journal recognized him as a Leader of Influence in Wealth Management for the third time, and he was also included in AdvisorHub’s prestigious list of the “Top 200 Advisors to Watch – Over $1 Billion.”

John’s insights and commentary have appeared in leading industry publications and media outlets, including the Los Angeles Times, AdvisorHub, Yahoo! Finance, WealthManagement.com, CityWire, Morningstar, Financial Advisor Magazine, the Los Angeles Business Journal, and The Palisadian-Post. With deep experience and a client-first approach, John has earned a reputation for guiding individuals and families toward greater clarity and confidence in their financial decision-making.

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

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