Landon Yoshida, CRPC®, AIF®

financial officer in oc discussing investment strategy during a meeting with a client

Chief Business Development Officer, Partner

Before joining Apriem in 2011, Landon spent nearly seven years at another financial advisory firm, where he developed a deep focus on assisting retirees from local oil refineries. What began with a single client has evolved into the comprehensive pension and retiree service model Apriem is known for today, one that has since expanded to serve other sectors, including aerospace.

The Apriem Way

Landon serves as a financial planner and wealth manager whose core philosophy centers on “Serve First and Sell Second,” a stark contrast to the sales first approach common at many advisory firms. He takes real pleasure in making house calls, meeting clients in their own environments, and building meaningful relationships with them and their families. This commitment has made him an integral part of their lives, supporting them through significant milestones such as retirement and the arrival of grandchildren, and standing by them through loss, including giving a eulogy at a client’s memorial service.
financial advisor reviewing retirement income planning with a client
Years in Business*
Client retention rate*
$ in AUM*

Apriem advisors

Disclosures

*As of 7/14/26, company wide statistics