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Maddox De Nunzio

Advisor at Perennial Financial Services

Updated today
Perennial Financial Services logo

Firm

Perennial Financial Services

Location

Los Angeles, CA 90025

Credentials

Series 66

Industry experience

< 1 year

About

Maddox De Nunzio is a financial advisor at Perennial Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at LPL Financial and Asset Preservation Strategies, as well as teaching at Cal Poly San Luis Obispo. He also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and retirement plan solutions.

Client services

Based on Perennial Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Perennial Financial Services

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies

Fee options

Fixed

Up to $25,000 per engagement for financial planning and consulting services.

Percentage

Up to 2.00% annually (maximum, negotiable)

Commissions

Representatives may earn commissions as registered representatives of LPL for securities sold outside advisory accounts; no commissions on advisory accounts.

Project-based

Up to $350 per hour for financial planning and consulting services.

Location

11620 Wilshire Boulevard, Suite 400

Los Angeles, CA 90025

Most active in

California

Work history

Perennial Financial Services

2025 - Present (1 year)

LPL Financial

2024 - Present (2 years)

Perennial Financial Services

2024 - 2025 (1 year)

Cal Poly San Luis Obispo

2024 - Present (2 years)

Asset Preservation Strategies

2024 - 2024 (1 year)

Cal Poly San Luis Obispo

2023 - 2024 (1 year)

In-N-Out Burger

2020 - 2023 (3 years)

Bishop Diego High School

2018 - 2022 (4 years)

Dino's Body Shop

2017 - 2019 (2 years)

Santa Barbara Motorsports

2017 - 2017 (1 year)

Santa Barbara Middle School

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Wealth management
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Attorney
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