Perennial Financial Services Information
Contact top employees from
Perennial Financial Services
Summary
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 financi...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Estate Planning, Retirement Planning, Wealth Management
Founded
2004
Contact Perennial Financial Services
Organization Website
Social Links
Phone Number
(310) 445-2504
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Perennial Financial Services shows a diverse range of experience levels:
7% have been with the company for less than 1 year7% for 1–2 years21% for 3–4 years21% for 8–10 years43% have over 11 years of service at Perennial Financial ServicesEx-employees positions
In Company
In New Company
Contact top employees from
Perennial Financial Services
Gregory Morse
Vice President
Julian Locke
Senior Vice President
Chris Nowakowski
Senior Managing Director
Brad Harris
Managing Director - Retirement Planning
Carlos Lluch
Vice President
Shirley Tan
Financial Advisor
Abhishek Vakil
Senior Vice President
Maarten Rietveld
Maarten Rietveld, CFP®, CEPA®, CDFA®, AIF®, Exit Strategist
Anthony Lee
Chief Compliance Officer
Ashli Voyson
Client Service Associate
Kevin Crawford
Client Services Associate
Rob Barber
Financial Advisor
Caribel Colon
Financial Planner, RICP
Amy Johnson
Vice President
Ximena Silva
Vice President | Financial Advisor
John Petrick
Senior Managing Director
Michael Fuller
Financial Advisor / Principal
Audrey Kettering
Client Services Associate
Jason Good
Financial Advisor
Alan Simeon
Senior Vice President
Eddie Chan
Vice President
Salena Scoccolo
Client Services Associate
William Lambert
Client Services Associate
Alice Guan
Executive Director
Wendy Jones
Executive Director
Amy Jefferson
Executive Director
Dolores Swinburne
Executive Director
Letitia Mansfield
Executive Director
Delia Aldington
Executive Director
Dane Streeter
Managing Director - Financial Planner
Dane Streeter
President
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FAQ
Perennial Financial Services operates in the Financial Services industries. More details can be found on the official website: perennialfs.com.
The headquarters of Perennial Financial Services are located in Los Angeles, United States.
You can contact Perennial Financial Services by phone at (310) 445-2504.
Perennial Financial Services currently employs 10-50 people.
