Apriem Cares

Apriem Advisors Never Ever Gives Up with the Jessie Rees Foundation

By Chris Whitaker, CFP® Apriem Advisors had the privilege of sponsoring the 7th annual Jessie Rees Foundation Gala. Driven by the mission to ensure every child fighting cancer has the support and resources to Never Ever Give Up (NEGU), the foundation focuses on the care of children in need. “We will care until there is a

2019-09-19T03:21:20+00:00April 11th, 2018|Apriem Cares, Newsroom|

Apriem Pays It Forward with Payday Pails for U.S. Veterans

Recently, our Apriem Cares team dedicated an afternoon to one of our philanthropic partners, Working Wardrobes. We volunteered stuffing Payday Pails to support VetNet, a program that provides career training services for veterans through the Working Wardrobes Career Services Network. VetNet is a safety net for veterans focused on transitioning at-risk veterans into the civilian

2019-09-19T03:23:40+00:00February 28th, 2018|Apriem Cares, Newsroom|

Apriem Service Day with Art 4 Kids, Inc.

Team Apriem prepared hundreds of art packs for kids in distress situations through Art 4 Kids, Inc., a non-profit organization dedicated to serving children through dozens of social services agencies and hospitals.   Thank you to our team for serving to the highest degree professionally and personally and thank you to Art 4 Kids, Inc.

Apriem JOYfully sponsored the Jessie Rees Foundation 6th Annual Gala

On March 25, 2017, Apriem Advisors JOYfully sponsored the Jessie Rees Foundation 6th Annual Gala: A Celebration of Courageous Smiles as part of our Apriem Cares initiative. Around 700 people attended the event and raised more than $300,000 to support hundreds of Courageous Kids fighting cancer and their families around the world. Apriem Advisors staff

2019-09-19T03:28:35+00:00April 12th, 2017|Apriem Cares, Newsroom|

Year-End Giving Deadlines

Refer to these Schwab Charitable guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). *The type of securities and how quickly the securities are transferred by the financial institution currently holding the investments may impact Schwab Charitable’s ability to receive contributions

2019-09-19T03:42:24+00:00December 1st, 2016|Apriem Cares, Newsroom, Wealth Planning|

Apriem Advisors Joyfully Partners with the Jessie Rees Foundation

Download PDF FOR IMMEDIATE RELEASE--- June 1, 2016, Irvine, CA.  Apriem Advisors announced today that it is honored to support The Jessie Rees Foundation and become a Hope sponsor of the upcoming “Celebration of Courageous Smiles” Gala on June 11, 2016. “One of Apriem’s core values is giving back to our community and investing in

2019-09-19T03:33:02+00:00May 27th, 2016|Apriem Cares, Press Releases|

CFAOC Host-A-Student

Chartered Financial Analyst Society of Orange County (CFAOC) teamed up with Apriem Advisors in hosting a seminar to help college students learn about investing, markets, and trading.  The Sepeaker, our very own Benjamin Lau, CFA, Co-Chief Investment Officer gave his insights and practical tips to college students from California State University-Fullerton and University of California-Irvine.  Benjamin's

2019-09-19T03:34:37+00:00October 17th, 2015|Apriem Cares, Newsroom|

Jessie Rees Foundation 4th Annual Gala

On March 28, 2015, Apriem Advisors joined the Jessie Rees Foundation 4th Annual Gala. Apriem Advisors, represented by our Chief Wealth Manager, Harmon Kong, CFP® was one of the sponsors of the event.  Around 400 people attended and they raised over $100,000 to support 500 children or 200 families. The Jessie Rees Foundation Gala is an

2019-09-19T03:35:07+00:00October 15th, 2015|Apriem Cares, Newsroom|