Team

Bart R. Albrigo

Senior Vice President

(310) 445-2506

Bart Albrigo is a Senior Vice President and wealth management advisor at Perennial Investment Advisors in our Arizona office. Being in the financial services industry for more than 29 years as a wealth advisor, Bart has developed...

Jason Good

Financial Advisor

(208) 841-6904

jason@perennialia.com

Jason R. Good believes that his job as a financial advisor is to help his clients make their lives better. Household finances are complex and daunting at times and having a trusted advisor in your corner is essential for success....

Susan Della Penna

Client Service Associate

Susan Della Penna is a Client Service Associate with Perennial Investment Advisors, LLC. She has extensive experience within the Building Services industry in sales, operations, customer relations and holds a LEED Green Certification...

Anthony Lee, CFA

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

anthony@perennialia.com

Tony Lee is the Chief Compliance Officer for Perennial Investment Advisors. His main responsibilities include managing and overseeing all aspects of the firm’s compliance program and promoting a strong culture of compliance of...

Kenji Martinez

Chief Technology Officer

(805) 991-7772

kenji@oversightit.com

Kenji found his passion for helping his community at an early age. Kenji found a way to connect his early technological roots to the greater community, and local businesses through mentorship for at risk minority teens. Through this...