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.
Clients
We are your partner in philanthropy!Clients
Charitable Planning
Client Volunteer Opportunities
Culture
We encourage a company culture of giving back!Culture
Donation Matching
Dollars-For-Doers
Paid Volunteer Time Off
Board Membership Training
Staff Engagement/Volunteer Opportunities
Staff Appreciation and Recognition
Community
We invest our time and resources so that, together, our communities will thrive!Community
Apriem Charitable Fund
Board Membership
Pro-Bono Work & Volunteer Time
Speaking Engagements
Sponsorships & Donations
Organizations We Support
Disclosure: Apriem Advisors is not affiliated with these organizations. These company logos do not imply endorsement for Apriem Advisors.
