Christopher Whitaker, CFP®, AIF®

Chief Wealth Manager & Partner
With Apriem Since 2017

Chris Whitaker works closely with high net worth and high income families navigating complex financial, estate, and legacy planning decisions. He is passionate about helping families preserve wealth across generations while preparing future heirs to make thoughtful and informed financial decisions.

In addition to serving clients, Chris has helped advance Apriem’s educational initiatives, including the development of the firm’s internship program and resources designed to support younger generations. His contributions to the profession earned him recognition on the Irvine Chamber of Commerce’s 2023 “40 Under 40” list.

Chris is committed to making complex financial topics approachable and understandable, helping clients gain clarity, confidence, and peace of mind as they make decisions aligned with what matters most to them.

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Schedule a Complimentary Conversation With Chris

Whether you are navigating complex estate planning decisions, preparing the next generation for financial success, or seeking guidance on preserving family wealth, Chris would welcome the opportunity to learn more about your goals.

✓ A 30 minute introductory conversation
✓ No obligation
✓ Discuss your financial goals and priorities
✓ Determine whether Apriem is the right fit
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Learn more about Chris's background, leadership experience, community involvement, and industry insights on LinkedIn.

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