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Leaders of Influence: Wealth Managers 2023 – John B. Petrick

Custom Content by the Los Angeles Business Journal

By Kelly Garcia

March 20, 2023

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JOHN B. PETRICK
Senior Managing Director
Perennial Financial Services

John Petrick is one of the co-founders of Perennial Financial Services, which was launched in 2004 when he was 24 years old. Petrick has since been able to grow the company by sharing a vision of mutual support and joint success utilizing an iron sharpens iron mentality with other likeminded advisors; allowing them to focus on what’s most important – providing exceptional service to their clients.

Petrick co-created Perennial Financial Services to offer clients a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. The team’s philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and more comprehensive wealth management strategy. In the last six years the firm has grown assets over ten times and has grown from five advisors in California to nearly 30 advisors in three states.

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