John B. Petrick is a co-founder of Perennial Financial Services, an independent wealth management firm established in 2004. Together with Chris Nowakowski, he created the firm with the vision of providing comprehensive and customized financial planning and investment management services to families, foundations, institutions, and businesses with unique financial and wealth management circumstances. Their goal was to develop a personalized approach that caters to the specific needs of each client.
Born and raised in Pacific Palisades, California, John comes from a family with a strong entrepreneurial background. His father owned an independent residential real estate brokerage, while his mother was a dedicated teacher. John attended Pacific Palisades Charter High School before pursuing his higher education at the University of Arizona in Tucson. He graduated with a Bachelor of Science in Retail & Consumer Sciences and a Minor in General Business Administration.
Currently residing in Woodland Hills, California, John, along with his wife Sara and their children Delaney and Austin, remains actively involved in the Pacific Palisades community. He served as the President of the Palisades Chamber of Commerce from 2010 to 2011 and has been a member of the Board of Directors and the Executive Committee for 14 years. John has also held positions such as First Vice President of the Palisades Americanism Parade Association (P.A.P.A.) and the Palisades Posse, where he worked to promote a safe business environment.
Recognized for his achievements, John was included in the "Cambridge Who's Who" registry of executives, professionals, and entrepreneurs in 2008. Furthermore, he has been honored as a FIVE STAR Wealth Manager for 12 consecutive years, starting in 2012. His expertise and leadership in the wealth management industry were acknowledged by the Los Angeles Business Journal, naming him a Leader of Influence amongst Wealth Managers for two consecutive years, beginning in 2022.
John's financial insights and commentary have been featured in reputable publications such as the Grayhawk Flight Magazine, ThisWeekInThePalisades.com, and The Palisadian-Post. With his extensive experience and dedication to providing exceptional financial guidance, John Petrick is a trusted advisor to his clients and is committed to helping clients achieve their financial goals.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
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