Significance Beyond Success
We treat everyone like “Ohana” (family).
We believe it’s better to give than to receive. It is our joy to share our time, treasure, and talents to those in need.
– Harmon Kong, CFP®, AIF®, Founding Principal
Corporate social responsibility is very important.
We encourage other companies that corporate social responsibility is fun, addictive, and the return on investment is beyond measure.
– Rhonda Ducote, AIF®, President & Principal
Charitable work keeps everyone engaged.
Volunteering together makes our team stronger. It is much more rewarding and enjoyable when we do it together.
– Joshua Garland, ChFC®, Financial Advisor
The network effect and volunteer opportunities are limitless.
Through Apriem’s network, I became a founding member of the Jessie Rees Foundation (JRF) Young Professionals Network where I met like-minded professionals like myself.
– Lindsay Duran, Client Services Specialist
The company culture of giving back.
Volunteering as a mentor for Big Brothers Big Sisters has been one of my greatest joys. I am thankful Apriem was there to support me every step of the way!
– Jennifer Olson, CFA, CFP, CIPM, AIF®, VP-Finance
We all do well by doing good.
Giving back integrates into our business functions – whether giving our clients the best service, supporting our staff, or nurturing our community partnerships.
– Benjamin Lau, CFA, Chief Investment Officer & Principal
It is a family affair.
We get to volunteer as Apriem Family – including our spouses and kids. Even the COVID-19 pandemic did not stop us from giving back.
– Sunni Allen, Administrative Assistant
Going beyond wealth management.
We believe more can be accomplished for good when we work collectively. We encourage charitable giving in all forms considering that everyone has a different approach to giving.
– Landon Yoshida, CRPC®, AIF®, VP-Wealth Management
Your Partner in Philanthropy
Apriem invests in relationships that strengthen and empower our communities at every level. We volunteer our time and invest our resources with those who are on the front lines of helping others lead more abundant lives. We provide pro bono work to support a diverse array of philanthropic endeavors. We connect people so that, together, our communities will thrive leaving a more hopeful future for all.
ClientsWe are your partner in philanthropy!
Client Volunteer Opportunities
CultureWe encourage a company culture of giving back!
Paid Volunteer Time Off
Board Membership Training
Staff Engagement/Volunteer Opportunities
Staff Appreciation and Recognition
CommunityWe invest our time and resources so that, together, our communities will thrive!
Apriem Charitable Fund
Pro-Bono Work & Volunteer Time
Sponsorships & Donations