Apriem Movers & Shakers

PROMOTIONS & EDUCATION: Christopher A. Whitaker, CFP®, AIF® Sr. Financial Advisor, Sr. Financial Planner ­ Congratulations to Christopher Whitaker on the well-deserved promotion to Sr. Financial Advisor & Sr. Financial Planner! Christopher has been a key member at Apriem for the last five years. An incredible communicator, he navigates

2022-01-12T23:31:19+00:00January 8th, 2022|Apriem In The News, Around The Office, Newsroom|

Apriem Cares Update, October – December 2021

Apriem Cares about what you care about! We have the honor of partnering with organizations who have a heart for our community. Whether it's running miles or playing cornhole, Apriem loves to be present in our community. As a corporate business, we strive to be an example of generosity in the industry.

2022-01-14T20:32:17+00:00January 6th, 2022|Apriem Cares, Around The Office, Blog, Newsroom|

Apriem Cares Update, July – September 2021

Apriem Cares is your partner in philanthropy! Despite the constraints of a COVID-19 community, Apriem has continued to serve and care through its donation of time and resources to support a diverse array of philanthropic endeavors. We encourage and support our staff in their personal volunteer work as they contribute both time

Apriem Cares Update, April – June 2021

Apriem Cares is your partner in philanthropy! Despite the constraints of a COVID-19 community, Apriem has continued to serve and care through its donation of time and resources to support a diverse array of philanthropic endeavors. We encourage and support our staff in their personal volunteer work to the causes that are

Apriem Welcomes 2020 Summer Interns

2020 Summer Finance Interns This year's internship looked a little different due to Covid-19, but our 2020 interns made the most of it! The Apriem teams applauds their willingness to adapt while engaging with us over these past few weeks. Let's meet our interns: Cade Covarrubias: Cade will be a senior at the University of

2021-07-16T00:12:21+00:00July 6th, 2020|Around The Office, Internship Program, Newsroom|

Apriem Movers & Shakers

PROMOTION & EDUCATION: Benjamin Lau, CFA, Chief Investment Officer/Principal Ben completed the elite Charles Schwab Executive Leadership Program. This exclusive one-year program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience. This is a testament to his

Schwab IMPACT 2019

On the week of November 4th, a five-person team of Apriem Advisors attended the Schwab Impact 2019 Conference at the San Diego Convention Center. The team included: Rhonda Ducote, AIF®, President / Principal Benjamin Lau, CFA, Chief Investment Officer/Principal Landon Yoshida, CRPC®, AIF®, Vice President, Wealth Management & Principal Christopher Whitaker, CFP®, AIF®, Financial

2020-01-27T16:53:18+00:00January 9th, 2020|Around The Office, Newsroom|

Join Apriem Advisors: We’re Hiring!

Apriem team is growing! We are looking for an Administrative Assistant to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day internal operations of Apriem Advisors. If this

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