Perennial Financial Services

Perennial Financial Services Independent wealth management, financial, estate and retirement planning

Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy. O

ur highly specialized advisors are committed to maintaining a superior level of personal understanding within their field by remaining at the forefront of their ever-evolving industry. Our independent team of specialists focuses on the following four pillars that serve as the basis of total wealth management:

Financial Planning
A process of reviewing one's entire financial picture and constructing a plan to reach one's financial goals. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of achieving those results is greatly increased. Wealth and Risk Management
We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client's strategy is designed around their age, financial goals, risk tolerance, and investment time horizon. Retirement Planning
We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. Wealth Transfer and Insurance Strategies
We begin by constructing a comprehensive wealth preservation and transfer strategy for each client. This strategy typically includes guidance in many financial areas of life including retirement, college planning, alternative insurance strategies, tax planning, as well as estate planning. Like our name, Perennial, our focus is on long-lasting, time-tested total wealth management strategies, dedicated to finding a personalized approach for families and businesses with unique financial and wealth management circumstances. We believe that providing sound, objective and integrity driven investment and legacy planning strategies is the key to success. Our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation. Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their entire financial picture. We maintain a high standard of excellence through an emphasis of specialized knowledge and thoughtful innovation. We believe that through this disciplined process and insight, we can ultimately achieve success for our clients.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
02/06/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1....
02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
02/04/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

A note from our Senior Managing Director, John B. Petrick:Last weekend while attending my daughters gymnastics competiti...
02/02/2026

A note from our Senior Managing Director, John B. Petrick:

Last weekend while attending my daughters gymnastics competition at the Las Vegas Mega Meet, I got a reminder that resilience isn’t something you talk about- it’s something you practice.

Two weeks earlier in Anaheim, my daughter had the toughest meet of her young career. After three-plus years of competing, she finished 15th out of 19 all-around and missed the podium on every event for the first time. With 20+ hours a week already devoted to training, it would have been easy for an 11-year-old to feel defeated and pull back.

She did the opposite. She asked for more work. Extra private lessons. More reps. More focus.

In Vegas, she showed up differently. She opened on beam with a personal-best score, followed by a second-place finish on floor. By the end of the night, she was back on the podium in all four events and finished second all-around.

But what made me proud wasn’t the medals.

Even in Anaheim, discouraged and disappointed, she was the first to put an arm around a teammate after a fall. Somewhere along the way, a little smiling, stuffed hedgehog named “Tomy” (that she had won at Cotillion a few weeks prior) became the team mascot and a little symbol of that positivity. And as a team, they’ve now won their first two meets of the season with Tomy by their sides.

She’s learning something far bigger than gymnastics: when things don’t go your way, you don’t retreat- you lean in, support the people around you, and get better together. I’m incredibly proud of her perseverance, her attitude, and the way she shows up for her team.

And honestly, that’s exactly how we try to operate at Perennial Financial Services.

Advisors join us at all different stages. Some are coming off of great seasons. Some are coming off frustrating ones. Some are navigating change, growth, or adversity. What matters most isn’t where you finished at your last meet- it’s how you respond and whether you’re part of a team that helps you put in the extra reps so you can show up stronger next time.

That “iron sharpens iron” mindset we talk about so often? I saw it play out in an 11-year-old this weekend.

Proud dad moment. Proud team moment.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
02/02/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Today we celebrate two incredible years of Ximena’s dedication, hard work, and passion. Her commitment to her clients an...
01/30/2026

Today we celebrate two incredible years of Ximena’s dedication, hard work, and passion. Her commitment to her clients and the firm has been a driving force behind our growth.

Ximena, thank you for everything you’ve done to make Perennial what it is today- and for all the amazing contributions still to come. Here’s to many more years!

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
01/30/2026

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

When you choose to take Social Security might impact your retirement income. Find out how.
01/28/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

The beginning of the year is a good moment to step back and take stock; not to overhaul everything, but to make sure you...
01/27/2026

The beginning of the year is a good moment to step back and take stock; not to overhaul everything, but to make sure your financial strategy still matches your life.

Changes don’t always come with big announcements. A new role, shifting priorities, market movement, or future plans quietly shape how your finances should work for you.

At Perennial Financial Services, we focus on helping clients stay aligned, informed, and confident as their plans evolve over time.

Our January blog explores what’s worth reviewing as the year gets underway. Read more here: www.perennialfs.com/blog

This piece presents an overview of fundamental steps to consider when a loved one passes.
01/26/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

The most thriving advisors understand that growth comes from being in an environment where guidance, collaboration, and ...
01/23/2026

The most thriving advisors understand that growth comes from being in an environment where guidance, collaboration, and shared knowledge are valued.

We create a space where advisors can connect with peers, access resources, and shape a practice that reflects their goals and vision. It’s about having the support and flexibility to grow on your own terms, while knowing you’re not doing it alone.

When the right people, principles, and opportunities come together, potential turns into progress- and that’s where lasting success begins.

Here are 5 facts about Social Security you absolutely need to know.
01/23/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Address

11620 Wilshire Boulevard
Los Angeles, CA
90025

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13104452504

Website

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Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.

Our highly specialized advisors are committed to maintaining a superior level of personal understanding within their field by remaining at the forefront of their ever-evolving industry. Our independent team of specialists focuses on the following four pillars that serve as the basis of total wealth management:

Financial Planning